Nexus338 offers investment services to retirement plans, acting as a fiduciary to select and monitor investment options. They also provide continuous portfolio management services to individual clients, tailoring strategies to their specific investment objectives. Nexus338 uses a core-satellite investment allocation approach, relying on diversification to manage risk.
Assets Under Management$410M
Clients465
Advisors1
Avg. per Client$880K
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $1.0M - $10.0M | 0.55% |
| $1M+ | 0.40% |
The greater of $7,500 or 0.75% on the first $5 million. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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