NWT Advisors provides investment advice and manages portfolios for individuals, trusts, and estates. They tailor their advice to each client's situation, considering their goals, risk tolerance, and financial needs. NWT Advisors uses various investments, including mutual funds, ETFs, bonds, and stocks. They offer two managed account programs: Denali (all-inclusive) and Rainier (transaction costs apply).
Assets Under Management$18M
Clients45
Advisors2
Avg. per Client$410K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% and may be negotiated based on account size, investment strategy complexity, and scope of services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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