Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2025)
[Brochure]
Item 7 Types of Clients
Nepsis Advisor Services™ provides services to individuals, high net worth individuals, retirement accounts, charities, and
other businesses.
Nepsis Advisor Services™ requires a minimum of $500,000 to open and maintain an advisory account. We may waive this
requirement at our discretion if, for example, the Client appears to have significant potential for increasing assets under
management. There is no minimum requirement for financial planning and consulting services.
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
0
0.0
(b) Individuals (high net worth individuals)
0
0.0
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
0
0.0
(g) Pension and profit sharing plans
0
0.0
(h) Charitable organizations
0
0.0
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
0.0
(l) Sovereign wealth funds and foreign official institutions
0
0.0
(m) Corporations or other businesses not listed above