Notaro Wealth Advisory (NWA) offers investment advice and financial planning to individuals and high-net-worth individuals. NWA creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds and exchange-traded funds (ETFs). NWA also offers financial planning services covering areas like retirement, education, and insurance needs. NWA may recommend independent investment managers.
Assets Under Management$9.5M
Clients12
Advisors1
Avg. per Client$790K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Notaro Wealth Advisory's investment management fee ranges up to 1.25% annually, based on the average daily market value of your investments each quarter. The fee may be higher for more complex client situations. Fees are negotiable at the advisor's discretion.
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