Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProAccount clients may be charged up to 1.00% annually for Nationwide Retirement Program and up to 0.65% for Governmental and Institutional Plans, based on their assets. These fees are calculated daily and payable quarterly, in addition to other plan fees. The ProAccount fee is negotiable at the plan level. MIP does not charge a separate fee. Smart Alliance clients are charged up to 0.02% of plan assets annually. Advice Program clients are charged up to 0.50% annually. There is no minimum asset value or account size for participation in any advisory program offered by NIA.
Areas of Practice
Advisor Information
Office location
One Nationwide Plaza, Columbus, OH, 43215
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James is the owner and CFO of Arborial Artisans, a lawn fertilization service, and spends minimal time on this role. He also owns rental property in NYC, dedicating minimal time to it.