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
525 Trimble Plaza, Leesburg, VA, 20175
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
Gregory is an insurance agent selling various insurance products, including life, medical, disability, and long-term care insurance, dedicating about 10-20% of his time to these activities. He also provides investment advisory services through Northwest Financial Advisors LLC, spending nearly full-time on this activity.