Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees may be higher than represented or have overriding minimums based on the complexity of the service solution. Fee is blended as assets increase. Plans over $50 million are typically quoted at a fixed annual fee. Fees are negotiable.
Fee Estimator
NGC charges either fixed fees or a percentage of assets under advisement or management. Fees are subject to negotiation. For CoPilot Investment Management Services, the annual fee is 0.25% of total plan assets. For Ascensus Pooled Employer Plan Services, the annual fee is 0.03% of total plan assets. Plans over $50 million are typically quoted at a fixed annual fee.
Areas of Practice
Advisor Information
Office location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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
Steve has a personal E-Bay account where he sells personal items. This activity takes minimal time and is not investment related.