Nabata Investment Group offers tailored investment advice and financial planning services. These services include financial planning, covering budgeting, estate, tax, retirement, investment, and education planning. Nabata also provides ongoing investment management based on client goals and risk tolerance, typically using Charles Schwab as custodian. Nabata does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be negotiable with individual clients based on complexity, financial needs, income level, relationships with other clients, expectation of future assets under management, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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