NBC Capital Advisors provides investment management services on a discretionary basis, selecting investments based on client objectives. They utilize various investment types including equities, fixed income, and mutual funds. NBC also offers financial planning and consulting services, providing clients with a detailed look at their financial condition in relation to their investment objectives. These services encompass investment, retirement, estate, tax, and insurance planning.
Fee Structure
NBC Capital Advisors charges an annual management fee based on the total value of your investments. The annual fee ranges up to 1.5%, assessed quarterly in advance. The fee can be structured as a fixed percentage, a tiered schedule, or a linear schedule. The firm may also charge a minimum quarterly fee.