Nosuris, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,000,000
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
190
5% high-net-worth
Advisors
1
of 2 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
190
Very HighAverage account size
$473,684
About
Nosuris, Inc. provides investment advisory services to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, offering portfolio management, financial planning, selection of other advisers, and pension consulting services. The firm reports about $95 million in assets under management, with roughly $60 million in non‑discretionary accounts and $35 million managed on a discretionary basis.
The firm delivers individualized advice and ongoing monitoring, implementing strategies through customized portfolios, model portfolios, and third‑party managers and wrap programs (including AssetMark, Betterment, and SEI), and rebalances portfolios as market or client circumstances change. It discloses and offers SRI/ESG considerations and cryptocurrency exposure among available strategies, and it acknowledges fiduciary duties when advising retirement accounts.
Compared with many independent advisers, the firm’s principal maintains outside registrations and affiliations: registered representative status with a broker‑dealer and active roles in an insurance agency, and supervised persons may earn commission‑based compensation separate from advisory fees. The brochure highlights pension consulting and participant education as a substantive practice area and describes procedures to disclose and mitigate conflicts of interest arising from the broker‑dealer and insurance relationships.
Client services
Financial planning
Pension consulting
Selection of other advisers
Expertise
ESG / Sustainable investing
Fee options
Financial planning fixed fees generally range between $2,500 and $25,000; fees are negotiable depending on complexity and scope.
$0 - $1,000,000: 1.5% $1,000,001+: 1.0%
Commission-based compensation possible as registered representatives earn commissions on securities and insurance products separate from advisory fees.
$500 per hour for single subject financial planning and pension consulting services; negotiable.
Account minimum: $250,000
Main office location
Nosuris, Inc.
700 Merrick Road
Lynbrook NY 11563-2327, United States
Number of offices
1
Most active in
Nosuris, Inc. has reported serving >5 clients in these states in the last 12 months.
California
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:
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.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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