Nhabla offers comprehensive financial planning and investment management services. This includes retirement, estate, and tax planning, as well as risk management and alternative investments. Nhabla emphasizes unbiased advice and maintains a low client-to-advisor ratio. Nhabla manages investments on a discretionary basis, tailoring strategies to each client's financial situation, goals, and risk tolerance.
Assets Under Management$33M
Clients25
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable based on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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