Neville Wealth Management (NWM) offers both discretionary and non-discretionary portfolio management services, tailoring investment strategies to clients' goals and risk tolerance. NWM also provides general financial planning services, including tax, retirement, estate, and business succession planning. NWM also offers services to endowments, foundations, and not-for-profit entities.
Assets Under Management$17M
Clients15
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.20% |
| $25M+ | 0.10% |
The minimum annual fee is $4,000. Exceptions to the published fee schedule will be considered on an individual case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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