NuWealth Advisors provides financial planning and asset management services. Financial planning covers retirement, estate, risk analysis, cash flow, debt management, and investment planning. Asset management is offered through SEI's turn-key asset management program (TAMP), where SEI manages the portfolios based on the client's objectives and risk tolerance. NuWealth Advisors monitors the accounts and meets with clients quarterly.
Assets Under Management$32M
Clients260
Advisors1
Avg. per Client$120K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.25% |
These fees are paid to NuWealth Advisors by SEI, as a portion of SEI's management fee. SEI's maximum total fees will not exceed 2% of your investment assets. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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