Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $500K+ | 0.45% |
Fee Estimator
NSLLC offers financial planning services to retirement plan participants at no fee. For the ProAccount investment advisory program, clients pay an annual program fee to NSLLC's affiliate, NIA, based on the following tiers: First $99,999.99: 0.65%, Next $150,000: 0.60%, Next $150,000: 0.55%, Next $100,000: 0.50%, Assets of $500,000 and above: 0.45%. Clients are also responsible for administrative fees payable to NTC and the internal expenses of the mutual funds they invest in. There is no separate fee paid to the firm for My Investment Planner.
Areas of Practice
Advisor Information
Office location
Louisville, KY
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.
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Bradford is a Twitch streamer since January 2025. This activity takes about 10-20% of his time and is not investment-related.