Nuvern Wealth Advisors offers financial planning, estate planning, and investment management services. Financial planning covers retirement, investments, taxes, risk management, and estate planning. Investment management involves constructing portfolios of equities, bonds, and other investments based on a client's risk tolerance and goals. Nuvern also offers educational seminars and workshops.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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