Netadvizor Wealth LLC

Overview

Netadvizor Wealth LLC is an independent, individual-owned registered investment adviser that provides fee-based planning and portfolio management to individuals, families and small institutions. The firm combines percentage-of-AUM and fixed-fee billing and positions itself as a capital allocator, which it executes both by managing client portfolios directly and by selecting third-party advisers and fund managers on clients’ behalf. Its advisory scope emphasizes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and manager selection. The firm lists relationships with accounting and insurance firms, which suggests integration of tax and insurance planning into client solutions. Netadvizor Wealth LLC does not identify as an active ESG investor and does not present itself as a multi-state or pension consulting specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices