Nexus Strategic Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,159,824
Total clients
88
17% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
44
Average account size
$638,180
About
Nexus Strategic Wealth provides discretionary portfolio management and financial consulting to families, business owners and a range of non-individual entities, including trusts, estates, charitable organizations and business entities. Its advisory services cover asset allocation and security selection, retirement and savings planning, business and estate planning, and divorce-resolution financial analysis.
The firm reports $56,159,824 in discretionary assets under management and typically charges percentage-of-AUM fees for portfolio management while offering hourly financial consulting engagements for planning and special projects. Nexus uses a mix of quantitative and qualitative analysis, modern portfolio theory and may select independent sub-advisors through a Charles Schwab program, with clients granting discretionary trading authority or specifying written restrictions.
Compared with many peers, Nexus emphasizes divorce-resolution services and business-planning support (backed by a Certified Divorce Financial Analyst on staff) and offers written financial plans and consulting in addition to managed accounts. The firm operates with a two-advisor team, focuses its work with trusts, estates and business clients rather than a broad retail roster of high‑ or non‑high‑net‑worth individuals, and leaves proxy voting to clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.40% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.85%
$300 per hour
Main office location
Nexus Strategic Wealth
18840 Sw Boones Ferry Rd. Suite 310
Tualatin OR 97062, United States
Number of offices
1
Most active in
Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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