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.
1055 Westlakes Dr, Ste 305, Berwyn, PA, 19312
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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 →Chad has a 38% ownership stake in Friedman Financial LLC since 2016, dedicating full-time hours to the firm. Eight of those hours occur during trading hours, and the firm is involved in financial practice.