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NVEST Wealth Strategies
NVEST WEALTH STRATEGIES, INC. is an SEC-registered investment adviser in POWELL, OH, registered since 2022. The firm manages $237 million in assets, with $224...
NVEST Wealth Strategies
NVEST WEALTH STRATEGIES, INC. is an SEC-registered investment adviser in POWELL, OH, registered since 2022. The firm manages $237 million in assets, with $224 million on a discretionary basis. It employs 4 staff and 2 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
How does NVEST Wealth Strategies charge for its services?
The firm is structured as a fee-based practice. This model typically involves charging clients a percentage of assets under management for ongoing advisory services, alongside potential fixed fees for standalone financial planning engagements. Specific fee schedules are disclosed in the firm's Form ADV and client advisory agreements.
What types of clients does the firm typically serve?
NVEST is positioned to serve individual investors and families seeking discretionary portfolio management. Registered investment advisors of this profile typically cater to mass-affluent and high-net-worth clients, though the firm's official communications would need to confirm any specific account minimums or client profiles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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