Nexadvisors, LLC

NexAdvisors, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary investment advisory services to individuals, high-net-worth families, businesses, trusts, and retirement plans. The firm may allocate assets among affiliated funds or other investment vehicles. NexAdvisors provides ERISA plan engagements, serving as an investment fiduciary. The firm charges fees based on a tiered management fee structure, typically between 0.40% and 1.00% of assets under management. Minimum asset requirements are generally $250,000. NexAdvisors may engage in soft dollar arrangements for research services and does not require directed brokerage. The firm reviews client portfolios at least annually and provides performance reports quarterly. Clients have the option to direct proxy ballots to a designated third party. NexAdvisors does not vote proxies or consider corporate actions on behalf of clients. The firm does not disclose any disciplinary information or financial information in the brochure. Additionally, there are no specific requirements for state-registered advisers mentioned in the document.