My Wealth

MyWealth – All Inclusive and A la Carte

Fee-based (Discretionary or Non-Discretionary Management) & Unlimited Trades*

Your needs have evolved – so have our solutions. You have become accustom to unbiased fee-based pricing from NBF Wealth Management. However we recognize (now more than ever) our clients need more transparency, more flexibility, and above all – more advice. Welcome to myWealth, a platform crafted for the needs of our clients for both today and tomorrow. Some of the features you will have access to include:

•  FAMILY PRICING. Include your direct family members (spouse, parents, and children) in a global family pricing fee schedule.
• INDUSTRY LEADING FLEXIBILITY & TRANSPARENCY. Choose between two distinct, flexible, transparent advice fee structures to match your preferences.
• AUTOMATIC FEE REDUCTIONS. Set automatic fee reductions when your assets with NBF grow to hit certain thresholds.

All – Inclusive

*Can combine all family accounts