Nevis Equity Advisors offers wealth management services to individuals and high net worth individuals. This includes investment management using stocks, bonds, and alternative investments, as well as financial planning services covering areas like retirement, education savings, and charitable giving. Nevis may recommend independent investment managers and cryptocurrency. Nevis does not manage wrap fee programs.
Assets Under Management$690K
Clients7
Advisors1
Avg. per Client$98K
Avg. per Advisor$690K
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.95% |
| $5M+ | 0.90% |
For Clients with less than $100,000 in assets under management, there is a minimum fee of $1000 per household or 1.3%, whichever is greater, subject to the Advisor’s discretion. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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