Nutter Investment Advisors Review


Trust Score 84%
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Nutter Investment Advisors, federally registered in 1988, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 4 advisors. Nutter Investment Advisors manages $1 billion and provides investment advisory services for 30 clients (1:8 advisor/client ratio).

Nutter Investment Advisors requires a $0 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 8 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm also practices as a law firm or is affiliated with one. When acting in this dual-capacity, advisors may be incentivized to implement plans as an attorney that would drive higher commissions for themselves as investment advisors

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $48,702,669
Hybrid Advisor No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:8
Headquarters Seaport West, 155 Seaport Boulevard Boston, MA 02210-2604
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $5,000,000 0.60%
$5,000,001+ 0.50%


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