We believe that the best way to make money is to avoid losing it in the first place. This starts with paying less tax and minimizing your tax burden.
Northmark Wealth Management, LLC is a boutique, fee-based, private wealth management firm founded by experienced, ex-Wall Street advisors located in Beverly Hills, CA. NWM, LLC works with individuals, families, trusts, institutions, and philanthropic organizations to build customized portfolios and investment strategies for their clients. We provide personal attention and comprehensive solutions to help our clients achieve their unique goals. We understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions. As an experienced advisor, NWM, LLC offers an unbiased and objective perspective to help you build wealth for the long term. We believe anyone can invest in the market and be successful. However, we can do this with much more efficiency, complexity, and scale. Don’t just take our word for it, according to Vanguard’s study, working with advisors has the potential to add 3% of return annually. We charge 1% (one percent) of the assets under management annual fee, which is deducted from your account monthly. As your account grows, our fee will stay fixed. We are incentivized to grow your account in order to increase our revenue. Please refer to our table below. At NWM, LLC, we provide high level of personal service and accommodation. All of our clients have direct access to one of our advisors at any given time. When it comes to investing, there are many variables we don’t control. So we focus on the variables we can control. One variable that affects many investors is Emotion. Money can be an emotional topic for many people. Investor's emotion plays a big part in their decision making. This is why most people buy/high and sell/low during market volatility. Hence missing growth opportunities. It is a vicious cycle. At Northmark, we take emotion out of this equation and invest with facts, research, and data. We are a fiduciary to our clients. Our clients interests come first and always. We are not owned or operated by any financial institutions. As experienced advisors, we offer an independent and objective perspective to help you build wealth for the long term. We are passionate about utilizing the latest technology to monitor, track, and research our investments. Our direct partners are TD Ameritrade Institutional and Infinity Financial Services.