Nearside Advisors, LLC is a registered investment advisor founded in April 2026 and based in Indianapolis, Indiana. The firm specializes in managing individually tailored, passive investment portfolios primarily using index mutual funds and exchange-traded funds to achieve targeted asset allocations. Nearside Advisors offers continuous portfolio management combined with comprehensive financial planning covering areas such as retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits optimization, and risk management. The firm operates on a blended fee schedule based on the value of the assets they manage, and financial planning is included at no additional cost for investment management clients. Nearside Advisors works primarily with individuals and high-net-worth individuals and does not require a minimum account size to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are assessed as a blended rate across asset tiers, paid quarterly in advance, and are negotiable.