Barzideh & Nadeau Wealth Management LLC

Fee-Only (% of Portfolio)

Barzideh & Nadeau Wealth Management provides investment advisory services to individuals, trusts, estates, and businesses. As a fiduciary, the firm aims to act in the client's best interest by understanding their financial situation, goals, and risk tolerance. Services include comprehensive portfolio management, which includes asset management and financial planning or consulting. The firm constructs portfolios using individual stocks, bonds, ETFs, options, mutual funds, and other public and private securities or investments. Portfolios are continuously monitored and rebalanced based on individual needs and goals.

Assets Under Management$45M
Clients80
Advisors2
Avg. per Client$560K
Avg. per Advisor$22M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Barzideh & Nadeau Wealth Management LLC | TrueAdvisor