North Scottsdale Wealth Advisors provides asset management services to individuals and institutions. The firm operates as a fiduciary, prioritizing client interests. It offers wrap comprehensive portfolio management services through wrapped accounts. Clients can place reasonable restrictions on investments. The firm manages accounts on an individualized basis according to client objectives, financial goals, and risk tolerance.
Fee Structure
North Scottsdale Wealth Advisors offers investment management through wrap fee accounts. The fees are negotiable but will not exceed 1% annually, billed quarterly in advance based on the account value at the end of the previous quarter. These fees do not include third-party charges like mutual fund fees or brokerage account taxes.