Nix Wealth Management (NWM) is a financial advisory firm that offers investment management and financial planning services. NWM takes a holistic approach to understand clients’ goals and objectives. Services include investment management, retirement planning, tax strategies, estate planning, insurance review, and college planning. NWM manages client assets on a non-discretionary basis.
Assets Under Management$82M
Clients115
Advisors3
Avg. per Client$710K
Avg. per Advisor$27M
www.nixwealthmanagement.com ·www.linkedin.com/in/joseph-nix-iv-cfp%c2%ae-27b... ·www.linkedin.com/in/jessenixwealthmanagement
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee rates are not negotiable unless otherwise specified in the Client Fee Agreement. Investment portfolios of $1 million or more will have the portfolio management fees reduced by the amount of brokerage transaction charges in the prior fee billing period. There is also an origination fee (not to exceed $500) of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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