Nexus One Financial Advisors provides investment advisory services to high net worth individuals, families, trusts, estates, businesses, and retirement plans. Nexus One offers wealth management services, which include customized investment solutions, primarily discretionary investment management, and related advisory services. Financial planning services are also offered, covering areas like investment planning, retirement planning, and insurance needs. Nexus One may recommend unaffiliated investment managers.
Fee Structure
Nexus One Financial Advisors offers wealth management services for a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.85%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance. If Nexus One uses unaffiliated investment managers, the total fee, including Nexus One's fee and the manager's fee, will not exceed 2.50% annually.