Nevis Equity Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$685,985
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$97,998
About
The firm provides discretionary investment management and comprehensive financial planning to individuals and high net worth individuals, including advice for retirement accounts. Portfolios are built from individual stocks, bonds, ETFs, limited partnerships and, when appropriate, cryptocurrency, and the firm may implement portions of a client’s strategy through unaffiliated independent managers.
Investment decisions are driven by fundamental analysis and a primarily long-term orientation, with periodic rebalancing and trading as needed to meet client objectives and risk tolerance. The advisor conducts ongoing monitoring, delivers periodic reporting, and will recommend transactions such as retirement rollovers when deemed in a client’s interest.
Notable distinctions include that the firm’s principal is a licensed mortgage loan originator and offers mortgage origination as a separate, fee-based service (clients are not required to use it), and also maintains outside businesses—a tour operation and a co-founded technology venture—which the brochure discloses and quantifies (approximately 10% time on mortgage and touring activities and about 4% on the venture). Compared with many peers, the firm manages a small roster and modest assets (roughly $686,000 across seven client accounts), discloses use of alternative investments and cryptocurrency, and receives institutional platform benefits from its custodians while maintaining policies to address potential conflicts such as personal trading.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Concentrated stock management
Retirement withdrawal strategies
Fee options
$0 - $100,000: 1.30% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.95% $5,000,001+: 0.90%
Account minimum: $100,000 Minimum fee: $1,000 minimum fee per household or 1.3% annually on assets under $100,000, whichever is greater, subject to Advisor’s discretion Fee-only: Fee-only advisory services; no commissions earned from securities transactions
Main office location
Nevis Equity Advisors LLC
Dobbs Ferry NY, United States
Number of offices
1
Most active in
Nevis Equity Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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