NBW Capital provides investment management services, managing separate accounts invested primarily in publicly traded stocks, bonds, MLPs, exchange traded notes or funds and options. NBW Capital offers five core portfolio products: Growth and Income, Core Equity, Balanced, Core Balanced, and MLP strategy. NBW Capital also offers financial planning services, including advice on retirement, tax and estate planning, charitable giving, budgeting and liquidity.
Assets Under Management$620M
Clients262
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.75% |
Minimum fee of $6,250 per year for accounts up to $499,999. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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