Ninja Wealth Advisors offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and offer both discretionary and non-discretionary management. They also provide financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. NWA generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$5.9M
Clients8
Advisors1
Avg. per Client$730K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Fees are generally negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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