Nsr Invest
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Overview
Nsr Invest is a financial advisory firm that has its headquarters in New York, New York. The firm handles $46.8 million in total assets over 2,338 customer accounts. It has a small group, including 2 financial advisors. Nsr Invest does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as equities, bonds and options.
Nsr Invest administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments without needing to seek client approval. Nsr Invest's typical account size is $20,037. The average advisor at Nsr Invest oversees about 1,169 client accounts.
The company's headquarters is at 1 Penn Plaza, New York, New York 10019. It is legally allowed to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nsr Invest by the Numbers
$46.8 million
3
2,338
$20.0 thousand
Products and Services
Nsr Invest offers a number of financial services, which can include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters and educational seminars. Notably, it did not provide financial planning services to any of its clients in the previous fiscal year. Nsr Invest is not involved in selling products or offering services aside from investment advice to its investment advisory accounts.
Core Advisor Services
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Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on which services are provided. Fees charged by the company typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to banking institutions, pooled investment vehicles and other. Out of its 2,338 accounts, Nsr Invest's biggest client is other. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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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Financial Advisors at Nsr Invest
New York, NY
New York, NY
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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