Nurture Investment Strategies offers personalized investment advisory services to individuals, high net worth individuals, families, trusts, estates, and small businesses. Nurture acts as a fiduciary, working closely with clients to understand their financial goals, risk tolerance, and financial situation. Nurture constructs customized investment portfolios using low-cost, diversified mutual funds, index funds, exchange-traded funds, and individual equity securities. Nurture provides regular check-ins and communications to educate and empower clients.
Assets Under Management$47M
Clients26
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$47M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
These rates apply to 'core' portfolios. 'Complex' portfolios (over $1M and trading options) are charged: Up to $5M: 1.25% or Over $5M: 1.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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