NFWM offers investment advisory services to individuals, high-net worth individuals, businesses, and financial institutions. Investment strategies are tailored to each client's goals, time horizon, and risk tolerance. NFWM manages assets on a discretionary or non-discretionary basis. NFWM uses a sub-advisor, sK Advisors Network, LLC, for the management of client accounts.
Assets Under Management$150M
Clients72
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
NFWM charges a quarterly fee based on the amount of assets managed. The fee is calculated as follows:
- Any Amount: .10% + $1,250 per quarter for less than $500,000
- $2,500 per quarter for $500,000 to $3,000,000
- $3,750 per quarter for $3,000,000 to $5,000,000
- $5,000 per quarter for above $5,000,000
Fees can be waived, in whole or in part, for clients who are members of the family or friends. In certain other circumstances, fees and account minimums are negotiable and therefore, fees can vary from client to client.
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