Nergard Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to help manage your money. Nergard also provides financial planning and consulting on topics like retirement, investments, and estate planning. They also offer services to retirement plans.
Assets Under Management$21M
Clients22
Advisors1
Avg. per Client$970K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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