Barzideh & Nadeau Wealth Management provides investment advisory services to individuals, trusts, estates, and businesses. As a fiduciary, the firm aims to act in the client's best interest by understanding their financial situation, goals, and risk tolerance. Services include comprehensive portfolio management, which includes asset management and financial planning or consulting. The firm constructs portfolios using individual stocks, bonds, ETFs, options, mutual funds, and other public and private securities or investments. Portfolios are continuously monitored and rebalanced based on individual needs and goals.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.