na
Nwm Advisors, LLC
SEC-regulated
Registered investment advisor
NWM Advisors, LLC, established in 2016 in San Luis Obispo, CA, offers investment advisory services to various clients, including individuals, high net worth individuals/families, trusts, estates, charitable organizations, and businesses. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include Comprehensive Portfolio Management, 529 Account Management through American Funds, and Retirement Plan Consulting. The firm charges a maximum annual fee of 1.5% for Comprehensive Portfolio Management, billed quarterly. Retirement Plan Consulting fees are based on a percentage of managed assets, not exceeding 1.50%. NWM Advisors manages over $293 million in assets. The firm utilizes technical and fundamental analysis, strategic asset allocation, and invests in various asset classes, including individual stocks, mutual funds, and ETFs. Clients have the option to grant investment discretion to the firm. NWM Advisors does not accept proxy authority to vote client securities and does not provide financial information in the brochure. For more details, clients can contact the firm directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting