Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment programs with negotiable quarterly fees based on the market value of assets. The maximum advisory fee schedule varies by program. They also offer financial planning services with fixed fees ranging from $500 to $3,000+ depending on the plan's complexity, or hourly fees from $150 to $1,000 per hour. Retirement plan consulting services are offered at a pre-determined rate, fixed fee, or percentage of plan assets, negotiated in advance. Additional fees and expenses may apply, such as mutual fund fees and transaction charges.
Areas of Practice
Advisor Information
Office location
113 W. Main St., 228, Alhambra, CA, 91801
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cesar is involved in insurance sales, dedicating about a quarter of his time to this activity. He also works as an agent for NWF Advisory and as an Investment Advisor Representative, spending about half his time on these investment-related activities, and works as a financial professional marketing under Artisan Capital Partners.