Nye Wealth Management offers investment advisory services, including wealth management and financial planning, to individuals and high net worth individuals. NWM creates customized investment strategies and manages portfolios using mutual funds, ETFs, and individual stocks and bonds. NWM also offers financial planning services covering investment planning, retirement planning, education savings, and risk management. NWM may engage AE Wealth Management LLC to manage a portion of client assets.
Assets Under Management$110M
Clients225
AdvisorsN/A
Avg. per Client$480K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable. AEWM charges an additional 0.35% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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