Tailored Pricing
One of the primary motivations for establishing NWM was to create a fee structure that more closely aligns our economic incentives with the services we provide our clients. Our aim is to better position our client's interests by offering three tiers of tailored pricing, calibrated to the complexity of their circumstances and the scope of services we provide.
Consulting
Whether it's a one time liquidation event, year-end tax mitigation strategies or just advice on planning, investing or tax, we can help on a single fee for service basis.
Traditional AUM
The more traditional Assets Under Management pricing model, for assets managed under our care.
Flat Fee
An all inclusive 'Family Office' model, based on the the level of services we provide, not assets held in house.