Advisor at NRW Asset Management, Inc.
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Firm
NRW Asset Management, Inc.
Location
Jacksonville, FL
Credentials
Series 65
Industry experience
22 years
Nicholas Whitcraft is the sole advisor at NRW Asset Management, Inc., an independent registered investment adviser based in Jacksonville, FL. He holds a Series 65 designation and has 22 years of industry experience, including 19 years with his current firm. NRW Asset Management provides discretionary portfolio management to individual clients, focusing on diversified accounts primarily using exchange-traded funds and mutual funds, with occasional stocks and bonds. The firm employs strategic asset allocation based on Modern Portfolio Theory and a combination of fundamental, technical, and cyclical analysis to guide investment decisions, maintaining a small client roster for a more individualized advisory relationship.
Based on NRW Asset Management, Inc.
$100,000 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001+: 0.80% annually
Account minimum: $100,000 Fee-only: Asset-based fee arrangement calculated quarterly in advance; no commissions; fees separate from mutual fund expenses.
Jacksonville, FL
Florida
NRW Asset Management, Inc.
2007 - Present (19 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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