Carlos Frederico Coutinho Maia

Navy Federal Investment Services, LLC

5 Years of Experience

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Firm Information

Navy Federal Investment Services, LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

8770 W Bryn Mawr Ave Unit 1300, Chicago, IL, 60631-3557

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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.