01 · Investment management
Asset-based advisory fee
Investment management fees are generally calculated as an annual percentage of the assets being managed.
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.
Ask About FeesCommon fee structures
How advisory fees are structured
Fees vary based on your advisor, the work involved, and the services included in your relationship.
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.
Your relationship
What determines your fee?
- 01 The advisor you work with
- 02 The services provided
- 03 The complexity of your financial situation
- 04 The assets being managed
Before you decide
Review the details
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.
For more information about fees and costs, review our regulatory disclosures.
Firm Brochure ADV Part 2A — Disclosure Brochure Open PDF Wrap Disclosure Brochure ADV Part 2A Appendix 1 — Wrap Fee Brochure Open PDF Form CRS Form CRS Open PDF
Ask About Fees