Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Fees are based on a percentage of assets under management, as shown in the table. There is an additional 0.30% fee for NWM strategies. These fees are negotiable. Financial planning fees are either flat or hourly, with hourly fees ranging from $250 to $1,000. The firm requires a minimum account size of $500,000, but this may be waived at NWM's discretion.
Areas of Practice
Advisor Information
Office location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared works as a client service representative and is a licensed insurance agent since January 2022. This takes about a quarter of his time.