NoDa Wealth Management (NWM) provides investment management and financial planning services. NWM works with clients to establish financial goals and values. NWM offers advice on stocks, bonds, mutual funds, and ETFs. NWM also provides financial planning services covering business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax preparation. NWM tailors its services to meet individual client needs.
Assets Under Management$13M
Clients16
Advisors1
Avg. per Client$820K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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