Neuenschwander Asset Management (NAM) offers wealth management services, including investment management and financial planning, to individuals, retirement plans, trusts, nonprofits, and small businesses. NAM works with clients to create an investment policy statement aligned with their goals and risk profile, and manages portfolios using passively managed index funds and ETFs. NAM may also recommend fixed income portfolios managed by a third party.
Assets Under Management$150M
Clients190
Advisors3
Avg. per Client$780K
Avg. per Advisor$50M
www.namadvisors.com ·www.facebook.com/neuenschwanderassetmanagementllc ·www.linkedin.com/company/3539491
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable based on household relationship or individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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