Henrickson Nauta Wealth Advisors (HNWA) provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, defined contribution plans, and corporations. HNWA creates customized investment portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer financial planning services covering retirement, education, and insurance needs. HNWA may recommend unaffiliated investment managers and may recommend clients invest in a private fund managed by HNWA.
Assets Under Management$810M
Clients506
Advisors10
Avg. per Client$1.6M
Avg. per Advisor$81M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Fees may be negotiable. Certain legacy clients may be engaged for similar services at a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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