Nye Street Partners offers ongoing portfolio management, financial planning, and comprehensive family office services tailored to high net worth individuals, families, and charitable organizations. Nye Street Partners creates personalized investment strategies using modern portfolio theory, focusing on long-term growth through mutual funds, fixed income securities, equities, exchange-traded funds, and private placements. In addition to investment management, the team provides holistic family office services including accounting, tax planning, estate planning, and insurance advice.
Assets Under Management$10M
Clients6
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Portfolio management fees are fully negotiable and determined on an individual basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...