GO
CFP

Grace Geneva O'mara

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
26 advisors
Number of Clients
105 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.65%
$100K - $250K0.60%
$250K - $400K0.55%
$400K - $500K0.50%
$500K+0.45%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

One Nationwide Plaza, Columbus, OH, 43215

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Regulatory 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.

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Employment History
Current Registrations
Nationwide Securities, LLC Broker
January 2025 - Present · 1 yr
Nationwide Securities, LLC
January 2025 - Present · 1 yr
Previous Registrations
Nationwide Investment Advisors, LLC
January 2025 - January 2025 · 0 mos
Nationwide Investment Services CorporationBroker
January 2025 - January 2025 · 0 mos
Osaic Wealth, INC. Broker
June 2024 - December 2024 · 6 mos
Securities America, INC.Broker
January 2023 - June 2024 · 1 yr 5 mos
Townsend
November 2022 - December 2024 · 2 yrs 1 mo
Cuso Financial Services, L.P.
January 2018 - August 2022 · 4 yrs 7 mos
Cuso Financial Services, L.P. Broker
September 2017 - August 2022 · 4 yrs 11 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.