Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
381 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None

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
Investment ManagementRetirement Planning
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Advisor Information

Office location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Nationwide Investment Advisors, LLC
April 2007 - Present · 18 yrs 9 mos
Nationwide Investment Services CorporationBroker
September 2006 - Present · 19 yrs 4 mos
Previous Registrations
Wachovia Securities, LLC Broker
February 2004 - June 2006 · 2 yrs 4 mos
Prudential Investment Management Services LLCBroker
May 1999 - November 2001 · 2 yrs 6 mos
Pruco Securities Corporation Broker
October 1996 - April 1999 · 2 yrs 6 mos
Pruco Securities Corporation Broker
November 1993 - April 1995 · 1 yr 5 mos
State Registrations2 states
FLOH
AdvisorBroker
Exams
No exam information available for this advisor.
Ana Isabel Aguirre - Financial Advisor | AdvisorDiscover