Nolet Wealth Management provides ongoing asset management services based on individual client goals, risk tolerance, and time horizon. Nolet can make investment decisions for you or require your approval for each transaction. Nolet also offers financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, investment planning, tax reduction strategy, and estate preservation. Nolet may recommend investments in private funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be lower based on certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).