AS
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
Baltimore, MD
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
January 2025 - Present · 1 yr
Navy Federal Investment Services, LLC
January 2025 - Present · 1 yr
Navy Federal Investment Services, LLC Broker
January 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - December 2024 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2023 - December 2024 · 1 yr 9 mos
Citigroup Global Markets INC.
May 2021 - March 2023 · 1 yr 10 mos
Citigroup Global Markets INC. Broker
February 2019 - March 2023 · 4 yrs 1 mo
State Registrations3 states
GAMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.