Nordwand Advisors provides investment advice tailored to each client's needs. They help clients allocate assets among stocks, bonds, mutual funds, and exchange-traded funds. Nordwand also offers financial planning and consulting services, but clients are responsible for implementing the plans. Nordwand may recommend independent investment managers and has a relationship with Dynasty Financial Partners for operational support. Clients are responsible for notifying Nordwand of any changes to their financial situation or investment objectives.
Assets Under Management$4.2B
Clients67
Advisors8
Avg. per Client$63M
Avg. per Advisor$530M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable up to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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