Nakia D Brown

Northwest Financial Advisors LLC

3 Years of Experience

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Firm Information

Northwest Financial Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

19 advisors

Number of Clients

2,583 clients

Average Client Portfolio

$745K average

Assets Under Management

$1.9B

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.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning

Advisor Information

Office location

200 Spring Street, Suite 120, Herndon, VA, 20170

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Regulatory History (1)

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Financial

May 2022

Final

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Other Business Activities

Nakia operates Northwest Financial Advisors as a DBA for LPL business and is also a Registered Investment Advisor Representative (IAR) with Northwest Financial Advisors, LLC, dedicating full-time hours to this role. Nakia also works part-time as a DoorDash driver and is a notary in the state of Virginia.