Nilsine Partners offers comprehensive investment management, financial planning, and retirement plan consulting. The firm builds tailored portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. Nilsine Partners works closely with individuals, high-net-worth families, trusts, estates, and businesses to align investment strategies with personal risk tolerance and time horizons. In addition to portfolio management, Nilsine Partners provides standalone financial planning covering retirement, estate, tax, and education planning, as well as institutional-level consulting and specialized private investment platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual fee is 1.80%. Fees are negotiable depending on client circumstances and account type. Minimum annual fee of $12,500 may apply to new clients.