Northmont Wealth Management (NWM) offers portfolio management based on individual client goals and risk tolerance, primarily using passive investment strategies. NWM creates an Investment Policy Statement for each client. NWM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. NWM generally limits its investment advice to mutual funds, equities, bonds, ETFs, hedge funds, REITs, private placements, and government securities.
Assets Under Management$23M
Clients41
Advisors1
Avg. per Client$560K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
An additional administrative fee of up to $15 per account per quarter may be imposed for clients electing to pay by invoice rather than direct fee deduction. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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