NerdWallet Wealth Partners (NWWP) manages investment portfolios tailored to individual client needs. NWWP provides investment management services on a discretionary basis, meaning NWWP can make investment decisions without prior approval. NWWP also offers financial planning as part of its investment management services, covering areas like cash flow, college savings, investments, retirement, and risk management. NWWP may use third-party sub-advisers to manage portions of client portfolios.
Assets Under Management$260M
Clients694
Advisors13
Avg. per Client$380K
Avg. per Advisor$20M
www.x.com/nerdwalletwp ·www.tiktok.com/company/@nerdwalletwealthpartners ·www.nerdwalletwealthpartners.com
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The annual fees are negotiable. For accounts with assets under $100,000, the annual fee is a flat $900.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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