Fees for advisory services are negotiable and vary based on factors such as the IAR, client location, types of securities managed, account size, and service requests. Asset-based fees range up to 2.25% for discretionary, non-discretionary, and sub-adviser advisory accounts, and up to 2.50% for all-inclusive wrap accounts. NFGI's 401K Portfolios fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%. Financial consulting fees are determined on a one-time basis and are subject to negotiation.
1067 N. Center Point Rd, Hiawatha, IA, 52233
Get directionsBradley is the owner, employee, and partner of Next Generation Wealth, LLC, an investment business. He works full-time as a financial advisor for the company.