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The fee is billed in advance and is negotiable.","source":"2025 ADV PART 2A BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Nvest Financial use?","answer":"Nvest Financial’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $672M. 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