NWK Group offers investment advice and portfolio management based on clients' individual needs. They manage accounts with or without the authority to make trades. NWK also provides financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like taxes, investments, insurance, retirement, and estate planning. They also offer consulting services to pension, profit sharing, and 401(k) plans.
Assets Under Management$570M
Clients207
Advisors4
Avg. per Client$2.8M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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