Nationwide Securities, LLC
Assets Under Management
N/A
Number of Clients
105
Number of Advisors
26
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Nationwide Securities, LLC (NSLLC) offers financial planning services to retirement plan participants and non-discretionary recommendations of asset allocation models (My Investment Planner and ProAccount) for IRA assets. NSLLC is owned by NFS Distributors, Inc., a subsidiary of Nationwide Financial Services, Inc.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $500K+ | 0.45% |
Fee Estimator
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
Location
One Nationwide Plaza, Mailing Code: 01-17-402, Columbus, OH, 43215