NWM Advisors offers asset management and investment consulting services to help clients meet their financial goals. Services include comprehensive portfolio management using stocks, bonds, ETFs, and mutual funds, and retirement plan consulting for employer plan sponsors. NWM Advisors acts as a fiduciary, prioritizing the client's best interests through open communication and understanding their objectives.
Assets Under Management$330M
Clients191
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.5%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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