Nottingham Wealth Partners (NWP) offers investment advisory services through a wrap fee program, where the overall advisory fee includes securities transaction fees and custodial costs. NWP manages investments on a discretionary basis, buying and selling securities as needed. Clients have access to NWP investment professionals to discuss their accounts. NWP may recommend LPL Financial as the custodian. Fees may vary among clients based on factors like asset size, servicing needs, and complexity.
Fee Structure
Nottingham Wealth Partners offers investment management through a wrap fee program. This means the fee you pay includes the cost of trading and other administrative expenses. The maximum annual fee is 2.00% of the value of your investments. This fee is calculated by LPL Financial and deducted from your account each quarter. The exact fee you pay may vary depending on factors such as the amount of assets invested, the complexity of your situation, and the level of service you need. You'll also pay expenses charged by the mutual funds and exchange-traded funds (ETFs) you invest in.