NPM Consulting helps individuals define and meet their life goals through financial planning, tax preparation, and investment management. NPM Consulting offers discretionary asset management and third-party investment advisor oversight. NPM Consulting takes responsibility for investing an account’s assets and/or advising clients with respect to investments they have made on a regular and ongoing basis.
Assets Under Management$110M
Clients16
Advisors1
Avg. per Client$6.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
NPM Consulting charges a percentage of the value of your portfolio for investment management services. The specific percentage is based on the scope of services provided and is negotiable. Fees are typically deducted from your account quarterly.
Loading...