NobleBridge Wealth Management (NBWM) provides investment advice and financial planning to individuals, high net worth individuals, trusts, and businesses. NBWM offers services like selecting third-party advisory programs, managing investments through Morningstar and 55ip, retirement plan consulting, and financial planning. NBWM also provides ongoing and project-based financial planning services, as well as asset under advisement services and managed account services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,001. When NBWM is named as the strategist, models have an annual strategist fee, which is charged by NBWM as manager and covers the costs of their portfolio construction and ongoing investment management services. This fee ranges from 0.08% to 0.50% and is incorporated as part of your total Managed Account Services fee.