01 · Investment management
Asset-based advisory fee
Investment management fees are generally calculated as an annual percentage of the assets being managed.
Financial Planning
Planning & Advocacy
Financial planning is about understanding your goals, values, and priorities. We assess your current financial situation, explore alternatives, and create personalized recommendations to help you reach your objectives. We present the plan clearly, implement it, and monitor progress, making adjustments as needed to keep you on track.
Start Your Financial Plan01
Understand
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Present
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Implement
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Monitor
Advocacy for Your Financial and Personal Growth
Financial health is so much more than numbers on a spreadsheet; finances are often the central piece that powers the rest of your life. With a NWMG advisor, you won't just have access to a wealth of technical knowledge—you'll have a coach, a fiduciary, and a high-definition perspective of your day-to-day finances. You'll reach a newfound confidence with your finances.
Start Your Financial Plan- Positive reinforcement & coaching
- High definition perspective
- Counseling (career, familial, life change, etc)
- Accountability
- Fiduciary oversight
What is comprehensive planning?
Your financial situation is complex; you deserve someone who can address all aspects of your finances. At NWMG, our advisors use a variety of tools and skills to best serve you.
Investment Management
Get a diversified, expert-reviewed portfolio aligned with your spending goals.
Tax
Find tax-efficient ways to spend and save, with the peace of mind of an expert's review.
Retirement
Know your retirement needs and get expert guidance every step of the way.
Estate
Set up the next generation for success with expert guidance and up-to-date information.
Education
Plan for education costs with expert guidance on savings and tax-efficient solutions.
Employee Benefits
Review benefits decisions as part of the broader financial picture.
Goals-based
Translate values and priorities into a plan that can be implemented and monitored.
Financial planning fees
How Fees Work at NWMG
Your financial situation is unique, and the advice you need may be different from someone else’s. NWMG is a network of boutique wealth planning offices, each with its own planning focus and service model. That means there is no single fee schedule that applies to every client.
02 · Financial planning & consulting
Hourly, flat-fee, or retainer
Financial planning and consulting may also be offered separately for an hourly fee, flat fee, or monthly or quarterly retainer.
Before you move forward, your advisor will explain the services, how the fee is calculated, and what you would pay. Your exact services and fees will be stated in your written agreement.
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