Nilsine Partners offers investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations, and other businesses. Nilsine Partners can utilize third-party managers and a private investments platform. The firm aims to understand client goals and risk tolerance to provide suitable investment strategies.
Fee Structure
Nilsine Partners manages investment portfolios for a fee, with a maximum annual fee of 1.80%. The fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The advisory fee is negotiable. Nilsine Partners also utilizes a platform that makes available professionally managed alternative investment strategies. Nilsine Partners clients will be charged management fees for these private investments which shall be set forth in separate offering documents.