Nubian Square Investment Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. Nubian Square also offers financial planning services, including fundamental, core, and advanced planning, covering cash flow, debt management, education, retirement, home ownership, insurance, tax, and estate planning. They may use third-party investment models and provide impact investment research and consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart, resulting in a combined weighted fee.