Nisman Investment Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nisman Investment Services provides discretionary portfolio management and financial planning and consulting primarily to individual and high-net-worth clients, as well as trusts, estates and retirement plans. The firm reports approximately $42.7 million in discretionary assets under management across roughly 46 client relationships and charges AUM-based management fees alongside separate financial planning fees.
The firm implements tailored portfolios composed mainly of equities, mutual funds and exchange-traded funds, with investment decisions made to align with each client’s stated objectives and risk tolerance and with the option for clients to impose reasonable investment or brokerage restrictions. Account reviews are performed periodically, and the adviser uses custodian reporting and trading platforms to execute and monitor client accounts.
Notably, the firm’s primary investment professional also maintains a separate accounting and tax practice and the firm provides overhead/support services for that practice, a disclosed affiliation that can create a referral or conflict-of-interest dynamic. That same professional is licensed as an insurance producer and may receive commissions on life, disability and health insurance sales, which the brochure discloses as a potential conflict and addresses through disclosure and client choice.
Client services
Expertise
Fee options
$0 - $249,999: $1,000 (Financial Advisory Services first year fee) $250,000 - $999,999: $2,000 (Financial Advisory Services first year fee) $1,000,000 - $2,999,999: $3,000 (Financial Advisory Services first year fee) $3,000,000 - $4,999,999: $4,000 (Financial Advisory Services first year fee) $5,000,000 - $6,999,999: $5,000 (Financial Advisory Services first year fee) $7,000,000+: $6,000 (Financial Advisory Services first year fee)
Commission-based compensation for insurance products sold by associated person, separate from advisory fees.
Minimum fee: Financial Advisory Services initial fee ranges from $1,000 to $6,000 based on asset value tiers Fee-only: Financial Advisory Services and Portfolio Management Services fees only; no commissions for advisory fees.
Main office
1650 Lexington Ave
Lakewood NJ 08701
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Nisman Investment Services Inc. · None
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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