NLW Capital Group offers investment management services tailored to clients' individual needs and goals. They advise on various asset classes, including stocks, bonds, mutual funds, and ETFs. NLW Capital also provides ongoing and limited-scope financial planning, as well as business consulting services. They generally exercise discretionary authority over client investments.
Assets Under Management$9.5M
Clients14
Advisors1
Avg. per Client$680K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fees are negotiable. The firm’s fees will never be more than 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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