Nvest Advisors, LLC
Nvest Advisors, LLC (CRD# 277064) is a financial advisory firm headquartered in Brownsville, TX. They manage $4,987,230 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$55,414
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Jeremy Torgerson (CRD# 5546264) is the CEO and Senior Investment Advisor Representative at nVest Advisors, LLC in Brownsville, TX and has over 7 years of experience in the finance industry.