Narrow Road Financial Planning (NRFP) provides investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning includes full financial plans, consultation services, ongoing financial planning, and tax planning. NRFP creates tailored investment strategies based on client goals and objectives. Clients can restrict investments in certain securities.
Assets Under Management$1.8M
Clients11
Advisors1
Avg. per Client$160K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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