Nexus One Financial Advisors provides customized investment management and family office services for high net worth individuals, families, trusts, estates, businesses, and retirement plans. Nexus One operates as a registered investment advisor and acts in your best interest. The firm focuses on building diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks, bonds, and structured notes when appropriate. Nexus One constructs long-term investment strategies tailored to your financial goals, risk tolerance, and personal situation, while also incorporating financial planning discussions into its wealth management services. Note that the firm no longer offers stand-alone financial planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Wealth management fees range from 0.50% to 1.85% annually based on complexity and asset size. Fees are negotiable at the firm's discretion.