Nwk Group

NWK Group, Inc. is a registered investment adviser based in San Francisco, CA, established in 2002. The firm offers Investment Supervisory Services and Individual Portfolio Management, providing continuous advice tailored to clients' needs. Clients' goals, risk tolerance, and liquidity needs are considered in developing personalized investment policies. NWK manages advisory accounts on a discretionary or non-discretionary basis, guided by clients' objectives and tax considerations. The firm also offers Institutional Consulting Services for pension and profit-sharing plans, individuals, trusts, estates, and charitable organizations. Fees for Investment Supervisory Services range from 1.50% to 0.45% of assets under management, with a minimum initial investment of $250,000. Pension Consulting fees are based on a percentage of assets under advisement, ranging from 0.15% to 0.04%. Financial Planning fees are fixed, typically ranging from $500 to $2,500. NWK Group, Inc. does not charge performance-based fees and does not engage in side-by-side management. The firm's investment strategies include long-term purchases, short-term purchases, and trading, with methods of analysis such as charting, fundamental analysis, technical analysis, and asset allocation. NWK Group, Inc. does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm has no reportable disciplinary events and has not been subject to a bankruptcy petition in the past ten years.