Nardene Wealth Management is a small firm specializing in investment management, financial planning, and managing client portfolios. Financial planning includes tax, insurance, retirement, and estate planning. When managing client portfolios, Nardene considers the client's financial situation, goals, and risk tolerance to develop an appropriate investment strategy. Nardene also offers budget plan services.
Fee Structure
If Nardene Wealth Management manages your money, the annual negotiable fee ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the end of each quarter. Nardene offers premium systematic strategies for eligible clients.
If Nardene helps you select other money managers and monitors them for you, the other money managers pay Nardene a portion of the fees generated by you. You do not directly pay for this service.