Nadel Private Wealth is a registered investment advisor based in Los Angeles, California, founded in 2026 and led by Jeremy H Nadel. Nadel Private Wealth offers ongoing portfolio management services on a non-discretionary basis, meaning clients retain final decision-making authority over all trades. The firm creates personalized Investment Policy Statements and tailors strategies around each client's goals, risk tolerance, and time horizon. In addition to investment management, Nadel Private Wealth provides standalone, project-based financial planning covering areas such as retirement, taxes, insurance, college funding, and debt management. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds, exchange-traded funds, equities, commodities, private placements, and venture capital funds. Nadel Private Wealth requires clients to use Charles Schwab & Co. and Altruist as account custodians. Representatives may also act as independent insurance agents, creating a potential conflict of interest when recommending insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable and paid quarterly in arrears based on the portfolio value as of the last business day of the billing period.