Nadler Financial Group, INC.
Assets Under Management
$1.9B
Number of Clients
1,016
Number of Advisors
13
Average Client AUM
$1.9M
AUM per Advisor
$147.6M
Compensation
Fee-Only (AUM)
About This Firm
Nadler Financial Group offers discretionary investment management services and financial planning to individuals, high net worth individuals, charitable organizations, business entities, and pension/profit sharing plans. They primarily recommend diversified investment vehicles like mutual funds and ETFs. Retirement plan consulting services are also available.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee to participate in this managed account program. The ADVISER generally requires an annual minimum fee of $7,500, however, the ADVISER shall never charge the CLIENT more than 3% of their total account value.
Fee Estimator
Nadler Financial Group charges an annual investment advisory fee based on a percentage of assets under management. There are three separate fee schedules: one for non-Program discretionary investment management, one for Focused Investment Objective Program participants, and a separate fee schedule for Retirement Plan Consulting Services. Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee to participate in the managed account program. Clients who maintain less than $235,300 of assets under management are subject to a $2,000 annual minimum fee for the Focused Investment Objective Program. The Registrant’s investment advisory fee schedules are negotiable at Registrant’s discretion. The Registrant’s annual fee for retirement plan consulting services is negotiable but will generally not exceed 0.75%.
Areas of Practice
Location
155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903