Nwf Advisory Services INC
Assets Under Management
$3.8B
Number of Clients
6,671
Number of Advisors
108
Average Client AUM
$573K
AUM per Advisor
$35.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NWF Advisory Services provides continuous advice and asset management based on individual client needs. They offer several advisory programs including Advisor Managed Portfolios, Model Portfolios, and SMA/UMA programs. They also offer retirement plan consulting and financial planning services. Investment recommendations are not limited to specific products.
Fee Structure
NWF Advisory Services offers several investment programs with negotiable quarterly fees based on the market value of assets. The maximum advisory fee schedule varies by program. They also offer financial planning services with fixed fees ranging from $500 to $3,000+ depending on the plan's complexity, or hourly fees from $150 to $1,000 per hour. Retirement plan consulting services are offered at a pre-determined rate, fixed fee, or percentage of plan assets, negotiated in advance. Additional fees and expenses may apply, such as mutual fund fees and transaction charges.
Areas of Practice
Location
11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA, 90064