AD
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
136 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B
Fee Structure
NFIS Advisory Program fees are calculated as a percentage of assets under management, not exceeding 1.75% annually. Fees are negotiable and may vary based on services provided. A Digital Investor Automated Portfolios product is offered for a fixed fee of $3.50 per month. Tax overlay services are available for an additional fee. Private Wealth Consulting (PWC) services have increased platform fees.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2620 Tuscany Street, Ste. 101, Corona, CA, 92881
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Navy Federal Investment Services, LLC
March 2023 - Present · 2 yrs 10 mos
Navy Federal Investment Services, LLC
December 2022 - Present · 3 yrs 1 mo
Navy Federal Investment Services, LLC Broker
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Navy Federal Brokerage Services, LLC Broker
November 2014 - April 2017 · 2 yrs 5 mos
State Registrations18 states
AKARCACOFLGAHIIDMDMSNCNVRISCTXVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.