N10° Wealth manages investment portfolios and provides financial planning and consulting services for individuals, high-net-worth clients, businesses, and retirement plans. The registered investment advisor builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, alternative investments, and third-party money managers. N10° Wealth also offers retirement plan consulting for employers and specialized assistance for accounts held away from the firm, such as 401(k) plans through Pontera. Financial planning covers broad topics including business planning, cash flow forecasting, tax strategies, trust and estate planning, insurance, retirement, charitable giving, and college planning. The firm operates with discretionary authority to make investment trades and manage accounts according to each client's goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable depending on client circumstances and account type. Clients may also incur third-party manager fees and program fees.