Narwhal Capital Management provides investment advice and financial planning to individuals, high net worth individuals, charities, corporations, and trusts. Narwhal creates investment portfolios based on a client's goals, risk tolerance, and time horizon. Financial planning services may include cash management, insurance, education funding, retirement planning, estate and charitable giving planning, and tax planning.
Assets Under Management$2.1B
Clients365
Advisors12
Avg. per Client$5.7M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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