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.
4401 ATLANTIC AVE. Suite 200, Long Beach, CA, 90807
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Learn about disclosures →Boris is an agent presenting life insurance, annuity, and long-term care options, dedicating about a quarter of his time to this. He also works full-time as an Investment Advisor for The Ameriflex Group and full-time as Owner/Wealth Manager for Amenity Wealth, which is a marketing DBA for advisory and insurance services.