NBC Pardners helps investment advisory firms (Asset Managers) market their services to potential clients, including institutions and high-net-worth individuals. NBC Pardners identifies potential clients, contacts their representatives, arranges meetings, and assists with marketing materials. NBC Pardners does not manage assets or provide investment advice to the Asset Manager's clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Annual Retainer:$5,000 - $50,000/year
One-Time Plan:$5,000 - $10,000
Hourly Rate:$200 - $300/hr
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