Nurture Investment Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,437,301
Clients
26
69% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$1,824,512
About
Nurture Investment Strategies provides discretionary investment management, portfolio construction, and investment plan design to individuals, high‑net‑worth clients, families, trusts, estates, and small businesses. The firm emphasizes personalized service and ongoing client contact to establish goals, risk tolerance, and portfolio guidelines.
The advisor generally pursues long‑term strategies while employing both fundamental and technical analysis, constructing portfolios that commonly include low‑cost mutual funds, ETFs and individual equities and may also use bonds and options. Portfolios may be rebalanced or traded on shorter time horizons for reasons such as tax harvesting, risk management, or liquidity needs.
What is notable for a single‑advisor independent firm is the explicit use of derivatives—specifically options—within separately managed accounts and the designation of “complex portfolios” that include options trading, a practice that is uncommon among independent peers. The firm manages roughly $47 million across a small number of client relationships and is led by a principal with a technical and software leadership background, and it operates on an institutional custody platform.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Investment Plan Design fee due upon completion of deliverables (amount not specified).
$0 - $1,000,000: 1.00% (Core Portfolio) $0 - $1,000,000: 1.25% (Complex Portfolio) $1,000,001 - $5,000,000: 0.90% (Core Portfolio) $1,000,001 - $5,000,000: 1.25% (Complex Portfolio) $5,000,001+: 0.80% (Core Portfolio) $5,000,001+: 1.00% (Complex Portfolio)
Fee-only: Fees charged based on tiered AUM schedule; no commissions received.
Main office location
Nurture Investment Strategies LLC
Goleta CA, United States
Number of offices
1
Most active in
Nurture Investment Strategies LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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 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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