NWF Advisory Services offers comprehensive investment management, financial planning, and retirement consulting services to individuals and high-net-worth clients. Founded in 1986, the firm operates using an open-architecture model and works with various program platforms to construct customized portfolios tailored to each client's specific goals, risk tolerance, and time horizon. NWF Advisory Services provides continuous supervision of client accounts on both a discretionary and non-discretionary basis. In addition to portfolio management, the firm offers structured financial planning ranging from basic savings strategies to advanced planning for complex estates and business interests. NWF Advisory Services also assists business owners with retirement plan consulting and provides educational workshops.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.10% |
| $100K - $250K | 2.10% |
| $250K - $500K | 1.88% |
| $500K - $750K | 1.65% |
| $750K - $1.2M | 1.43% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.97% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.78% |
Fees are negotiable. Different programs such as Model Portfolios and WMAP charge a maximum fee of 1.50% up to $25,000,000 and 1.00% above that.