NetAdvizor Wealth provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning, offered on an ongoing or one-time basis. They primarily advise on mutual funds, fixed income, insurance products, equities, ETFs, and treasury inflation-protected bonds.
Assets Under Management$40M
Clients139
Advisors3
Avg. per Client$290K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
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 - $2.0M | 0.84% |
| $2.0M - $3.0M | 0.74% |
| $3M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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