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
200 Spring Street, Suite 120, Herndon, VA, 20170
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
Kimberly is a registered investment advisor representative (IAR) with Northwest Financial Advisors, LLC, spending about half her time providing investment advisory services. She is also a life insurance agent through NW Insurance Agency LLC, dedicating about 10-20% of her time to this activity.