Nomadic Wealth provides ongoing and limited-scope financial planning, investment management, and retirement plan services. Investment management may involve using Betterment Advisor Solutions. The firm tailors its services to each client's needs and goals, considering their risk tolerance and time horizon. Clients can impose reasonable restrictions on investments. Nomadic Wealth may recommend other professionals like estate planning attorneys or tax professionals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be higher or lower based on the complexity and needs of the Client, but will not exceed 2.00% of assets under management. When Betterment is used, they charge an additional wrap fee ranging from 0.12% to 0.20% based on the total assets of Nomadic Wealth's clients at Betterment. An additional fee may be charged when a model portfolio is used.