Nuclo Wealth provides investment management services where they manage your portfolio based on your goals and risk tolerance. They offer both discretionary (where they make trades for you) and non-discretionary (where you approve each trade) options. They also offer consulting services, but not financial planning. A minimum of $500,000 is generally required to open an account, but this may be waived.
Fee Structure
Nuclo Wealth's annual fee for managing your investments ranges from 0.40% to 1.40% of the value of your portfolio. The specific fee is determined on a case-by-case basis, considering the complexity of your needs and the number of accounts. Fees are paid after the services are provided, either monthly, quarterly, or annually. A minimum account size of $500,000 is generally required, but may be waived.