Northside Group Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
NorthSide Group Wealth Management (NSGWM) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. NSGWM evaluates current investments and provides investment strategy, asset allocation, and asset selection. NSGWM does not have discretionary authority and seeks client permission prior to each transaction.
Assets Under Management$9.6M
Clients94
Advisors1
Avg. per Client$100K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
These are maximum fees that are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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