NatWealth Management provides investment advice to high net-worth and ultra-high net worth clients. NatWealth offers personalized investment strategies or portfolios managed by BNY Mellon Advisors. NatWealth does not maintain custody of client funds; Pershing LLC serves as the custodian. NatWealth is an indirect, wholly owned subsidiary of National Bank of Canada.
Assets Under Management$120M
Clients140
AdvisorsN/A
Avg. per Client$820K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are negotiable for accounts over $10,000,001. There is a separate fee schedule for accounts managed by BNY Mellon Advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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