Our Wealth Management service fees are based on assets under management.
Our fees are divided into two types: a tiered fee schedule for ongoing wealth management services, and a flat project rate for financial planning and investment counseling. Our minimum account size for Wealth Management is $500,000.
| Service | Fee Type | Fee Range |
|---|---|---|
| Wealth Management Services: Investment management and monitoring of financial planning issues and execution | Annual Retainer based on assets under management |
Standard schedule applied to assets under management:
Minimum account size: $500,000 |
| Financial Planning | Flat project fee based on estimated hours | $1,500 to $7,500 depending on complexity of client situation Hourly fees: $250/hour |
| Investment Counseling | Flat project fee based on estimated hours | $1,500 to $7,500 depending on complexity of client situation Hourly fees: $250/hour |
About Nauset
Nauset Wealth Management, an SEC Registered Investment Advisor, was founded in 2000 by Michael Lombardo. Nauset provides comprehensive financial planning and investment management services to families and individuals, and currently manages over $60 million. All services are provided on a fee-only basis with no conflicts of interest. Nauset does not sell financial products, nor do we take any commissions or referral fees.