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
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carol works as a Financial Consultant for McCloskey Financial Group, dedicating nearly full-time hours to investment and advisory services. She is also a Trustee and Steering committee member for The Grand Wilmington Delaware, spending minimal time introducing new guests and memberships, and an agent for Highland Capital, selling life insurance, LTC, disability, and annuities, spending minimal time on this activity.