Nwm Advisors, LLC
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.
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