National Wealth Management Group (NWMG) offers investment advice and financial planning services to individuals and high-net-worth individuals. NWMG's services include developing investment strategies, asset allocation, portfolio construction, and ongoing investment management. Some advisors are also registered with LPL Financial and can receive commissions on certain investment products.
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.