Nomad Financial Advisors provides investment management and financial planning services. They offer private wealth management, which includes investment management and financial planning, tax planning, estate planning, and insurance planning. They also offer project-based financial planning for specific needs. Nomad Financial Advisors is a fee-only firm, meaning they only get paid by their clients for their services.
Assets Under Management$3.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.25% |
This fee schedule is for the Outsourced CIO service. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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