NBT Capital Management (NBTCM) offers investment management, financial planning, and consulting services. NBTCM provides services under the NBTCM, Navigate Retirement Solutions, and Cleveland Hauswirth Investment Management names. NBTCM provides personalized financial planning, asset management, and consulting services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. NBTCM also offers a digital investment advisory service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedules above due to desired deviations in the standard service structure or because a prior fee schedule has been “grandfathered” due to our long-term relationship with the client.