Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWFA primarily charges fees based on a percentage of assets under management. The advisory fee is negotiable, with a maximum annual fee of 2.00%. Fees are charged quarterly in advance. Clients may also be subject to custodian fees, account maintenance fees, and transaction charges. Financial planning services are available for a fee based on the time required to prepare the plan, with an estimate provided beforehand.
Areas of Practice
Advisor Information
Office location
200 Spring Street, Suite 120, Herndon, VA, 20170
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
Deatrice works for Long & Foster Real Estate, dedicating a few hours per week. She also provides administrative services through Northwest Financial Advisors, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity. Northwest Financial Advisors, LLC is also a DBA for her LPL business.