National Wealth Management Group offers personalized investment management and financial planning services primarily to individuals and high net worth individuals. Portfolios are tailored to each client's specific goals, time horizon, and risk tolerance, with services including asset allocation, portfolio construction, ongoing supervision, and strategic investment programs. The firm also assists with specialized planning areas such as retirement income, business succession, cash flow, college savings, estate planning, and tax strategies. Investment management is available on both a discretionary and non-discretionary basis. National Wealth Management Group works through a network of representatives across multiple custodians and program platforms, allowing clients to choose structures that best fit their trading and advisory needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.