Nuance Investments, LLC
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Learn more about Nuance Investments, LLC
Overview
Nuance Investments, LLC is an advisory firm based in Kansas City, Missouri. The company oversees $5.6 billion in assets across 781 client accounts, making it one of the largest firms in the nation by assets under management (AUM). Nuance Investments, LLC has a small group, including 9 financial advisors. Nuance Investments, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, options and stocks.
Nuance Investments, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction decisions without requiring client approval. The company manages roughly $7.1 million for every account. The average financial advisor at Nuance Investments, LLC manages about 87 client accounts.
The company's main office is at 4900 Main Street, Kansas City, Missouri 64112. Nuance Investments, LLC is allowed to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nuance Investments, LLC by the Numbers
$5.6 billion
24
781
$7.1 million
Fee Structure
Fees charged by financial advisors usually vary depending on the type of services provided. However, fee types charged by the company may include the following fee types: asset-based or performance-based. The company does participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a number of different clients. The company caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 781 clients, Nuance Investments, LLC's largest client group is retail investors, but it also serves 60 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 7.68%
- Other Individuals - 81.69%
- Corporations - 8.07%
- Charitable Organizations - 2.56%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Nuance Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Nuance Investments, LLC
Kansas City, MO
West Bend, WI
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
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