NiRo Nivesto offers personalized investment advice, retirement and financial planning, tax planning, trust protector services, and widow/divorce transition services. Nivesto also provides business and financial consulting services to small business owners and professionals. Nivesto manages investment portfolios tailored to each client’s financial goals, investment time horizon, income needs, and risk tolerance, focusing on optimizing after-tax returns.
Assets Under Management$2.7M
Clients7
Advisors1
Avg. per Client$380K
Avg. per Advisor$2.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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