Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $500K+ | 0.45% |
Fee Estimator
NSLLC offers financial planning services to retirement plan participants at no fee. For the ProAccount investment advisory program, clients pay an annual program fee to NSLLC's affiliate, NIA, based on the following tiers: First $99,999.99: 0.65%, Next $150,000: 0.60%, Next $150,000: 0.55%, Next $100,000: 0.50%, Assets of $500,000 and above: 0.45%. Clients are also responsible for administrative fees payable to NTC and the internal expenses of the mutual funds they invest in. There is no separate fee paid to the firm for My Investment Planner.
Areas of Practice
Advisor Information
Office location
One Nationwide Plaza, Columbus, OH, 43215
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 Activities
Joseph coaches lacrosse and serves as a board member for both New Albany Youth Lacrosse and New Albany Youth Football. These activities require minimal time and are not investment-related.