Nomad Capital Group offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. Nomad Capital Group also offers financial planning services, including retirement planning, trust and estate planning, cash-flow planning, and tax planning. Investment management is available for an additional cost. Nomad Capital Group generally limits its investment advice to mutual funds, fixed income securities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, American Depository Receipts, in addition to direct investment in non-U.S. securities, and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are generally negotiable. Qualified clients may choose to pay a 20% performance fee based on capital appreciation instead of an asset-based fee.