Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
320 N. Main, Suite 208, Gresham, OR, 97030
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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Aaron is a CPA providing tax and business consulting services since 1996, dedicating about 10-20% of his time. He also owns a farm for boarding, farming, and leasing shop space, spending about 10-20% of his time on it, and owns Sanstrum & Associates, offering securities and advisory services through NFGI, which is a full-time commitment.