Nomura Investment Management Business Trust Fees & Minimum

Overview

Headquarters: Philadelphia, PA
Total Firm Assets: $144.0 billion
Average High-Net-Worth Client Portfolio Size: $56.1 million
Stated Minimum Account Size: $25,000,000

Fee Disclosure

Source: NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST FORM ADV-PART 2A BROCHURE (2026-06-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$50,000,000	0.75%
$50,000,001	$100,000,000	0.60%
$100,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	Below minimum client size
$10 million	Below minimum client size
$50 million	$375,000	0.75%
$100 million	$675,000	0.68%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 0.97%
Number of High-Net-Worth Clients: 25
Total Client Accounts: 290
Discretionary Accounts: 290

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 105390

NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST FORM ADV-PART 2A BROCHURE (2026-06-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Nomura Investment Management Business Trust disclose?

Is Nomura Investment Management Business Trust a fiduciary?

Where is Nomura Investment Management Business Trust located?

How many clients does Nomura Investment Management Business Trust have?

What services does Nomura Investment Management Business Trust offer?

How much does Nomura Investment Management Business Trust manage?

What types of clients does Nomura Investment Management Business Trust serve?

Nomura Investment Management Business Trust