The Nemes Rush Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

The Nemes Rush Group provides financial planning and portfolio management services to individuals, high net worth individuals, corporations, charities, and pension plans. Financial planning covers areas like cash management, risk management, estate planning, tax issues, retirement, and education funding. They also offer business consulting services to family or closely held businesses, including financial statement review, hiring strategies, and real estate transaction reviews.

Assets Under Management$1.4B
Clients856
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$200M

Fee Structure

Minimum Investment:None

Please see the Wrap Fee Brochure for details and fees for portfolio management services.

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Location

7 Advisors at this firm

The Nemes Rush Group, LLC | TrueAdvisor