Non-Traditional Wealth Management provides financial planning and portfolio monitoring services. For investment management, they recommend independent third-party money managers. Their services include financial planning, which covers areas like budgeting, education planning, tax planning, estate planning, retirement, investments, real estate, insurance, and asset protection. They help clients make informed financial decisions and implement strategies to achieve their financial goals.
Fee Structure
Non-Traditional Wealth Management does not directly manage your investments. Instead, they recommend independent money managers to handle your portfolio. They monitor the performance of these managers and make recommendations if a change is needed.
You will pay fees to both the money manager and Non-Traditional Wealth Management. The money manager's fee will not exceed 1.20% annually. Non-Traditional Wealth Management's monitoring fee is negotiable but will not exceed 1.20% annually. Combined, these fees could total up to 2.40% annually. You will also be responsible for trading commissions and/or account charges.