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.
1753 Pinnacle Dr 3rd Fl, [V6-Rbo], Mclean, VA, 22102
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