NPW Inc. offers investment advice and ongoing supervision of client accounts. They consider various factors like financial situation, risk tolerance, and investment goals when providing advice. NPW Inc. manages accounts based on client objectives and actively monitors them, providing advice on buying, selling, or holding investments. They offer two platforms: Elite (discretionary) and Prestige (non-discretionary).
Fee Structure
NPW Inc. offers two investment platforms with different fee structures:
Elite Platform (Discretionary): Fees are negotiable based on account size and complexity.
Prestige Platform (Non-Discretionary): Fees are asset-based and reflect ongoing investment advice and service. Trailer-paying funds are excluded from the fee calculation, and new purchases of such funds are avoided if an F-Class equivalent is available. Fees are calculated daily and billed monthly, quarterly, or annually.