NRG Wealth Management offers portfolio management services tailored to each client's circumstances, including investment strategy, asset allocation, and risk tolerance. They also provide financial guidance services through the Blueprint, covering cash flow, investment recommendations, retirement planning, insurance analysis, education cost planning, estate planning, and tax planning. NRG may use model allocations and specific recommendations based on client needs and restrictions.
Assets Under Management$240M
Clients155
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$60M
Fee Structure
Minimum Annual Fee:$360
NRG Wealth Management offers investment management services. The annual fee is a percentage of your portfolio, with a minimum annual fee of $360 for accounts under $30,000. The percentage decreases as your portfolio grows:
- $30,000 - $1,000,000: 1.25%
- $1,000,001 - $2,000,000: 1.15%
- $2,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.75%
- Over $10,000,001: Negotiable
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