Nvest Advisors, LLC
Nvest Advisors, LLC (CRD# 277064) is a financial advisory firm headquartered in Brighton, CO. They manage $6,057,860 in 108 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts108ACCOUNTS
Average Account Value$56,091
- 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
Jeremy Torgerson (CRD# 5546264) is the CEO and Senior Investment Advisor Representative at nVest Advisors, LLC in Texas and Colorado, and has over 10 years of experience in the finance industry.