North American Wealth Advisors provides ongoing investment management services based on your financial situation, goals, and risk tolerance. They recommend allocating assets across a diversified portfolio of mutual funds, which is rebalanced periodically. They also recommend other investment advisors in some cases. You have the opportunity to accept or reject any recommendations.
Assets Under Management$180M
Clients64
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Client assets under Adviser’s management and held in a fee-based annuity sub-account shall be charged a separate advisory fee of 1.00% per annum. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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