Nashoba Valley Wealth Management is a registered investment advisor located in Stow, Massachusetts, founded by Joseph Hanley. The firm offers personalized investment management, ongoing comprehensive financial planning, hourly financial planning, and retirement plan consulting for employers. Investment management services involve creating customized portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and the firm may utilize outside managers or model portfolios from platforms like Altruist, Charles Schwab, and AssetMark. Financial planning covers a broad range of topics including business planning, cash flow and debt management, charitable giving, college savings, employee benefits, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Nashoba Valley Wealth Management operates as a fee-only firm and does not require a minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.8M | 0.90% |
| $1.8M - $2.8M | 0.75% |
| $2.8M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable and household accounts may be aggregated. Combined fees with outside managers will not exceed 2%.