Bernard Niedermeyer is a CFA-designated registered investment advisor at Nbw Capital LLC, based in Boston, MA, with 21 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 262 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.75% |
Minimum fee of $6,250 per year for accounts up to $499,999. Fees may be negotiable.
Fee Estimator
Location
211 Congress Street, Suite 901, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nbw Capital LLC
Previous Registrations
Radian Capital Management, LLC
State Registrations3 states
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