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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee to participate in this managed account program. The ADVISER generally requires an annual minimum fee of $7,500, however, the ADVISER shall never charge the CLIENT more than 3% of their total account value.
Fee Estimator
Nadler Financial Group charges an annual investment advisory fee based on a percentage of assets under management. There are three separate fee schedules: one for non-Program discretionary investment management, one for Focused Investment Objective Program participants, and a separate fee schedule for Retirement Plan Consulting Services. Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee to participate in the managed account program. Clients who maintain less than $235,300 of assets under management are subject to a $2,000 annual minimum fee for the Focused Investment Objective Program. The Registrant’s investment advisory fee schedules are negotiable at Registrant’s discretion. The Registrant’s annual fee for retirement plan consulting services is negotiable but will generally not exceed 0.75%.
Areas of Practice
Advisor Information
Office location
155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the Director of Investment Management & Co-CIO at Nadler Financial Group, dedicating full-time hours to this role. He also serves as President of a political action committee and assistant football coach at a high school, dedicating about 10-20% of his time and about 10-20% of his time respectively.