Nisonoff & Quadrel Investment Management provides financial planning and investment management services. Investment management includes creating an investment policy and managing client portfolios. Financial planning can be a one-time plan or an ongoing monthly retainer, covering areas like cash flow, budgeting, retirement, and insurance.
Assets Under Management$180K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$180K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for assets over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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