Nibley Financial Services provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage accounts on a discretionary or non-discretionary basis. Nibley Financial Services also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily recommend ETFs, mutual funds, and direct indexed portfolios.
Assets Under Management$1.2M
Clients5
Advisors1
Avg. per Client$240K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.65% |
Fees are negotiable based on client type, complexity, and relationship with the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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