

Wealth management fees are based on a percentage of assets under management, not to exceed 1.32% annually, with a $5,000 minimum annual fee. Financial planning fees range from $2,000 to $150,000 on a fixed fee basis or $150 to $750 per hour. Retirement plan consulting fees generally do not exceed 0.50% annually of assets under advisement or range from $20,000 to $100,000 annually, with a $10,000 minimum. Fees are negotiable and may be discounted for family members and associated persons.
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Learn about disclosures →Jeremy manages a family partnership with private real estate investments through NWM Capital LLC since 2018. This activity requires minimal time and is not investment-related.