Navy Federal Investment Services, LLC
Assets Under Management
$1.7B
Number of Clients
6,406
Number of Advisors
136
Average Client AUM
$268K
AUM per Advisor
$12.6M
Compensation
Fee-Only (AUM)
About This Firm
NFIS provides portfolio management services through third-party portfolio managers selected by NFIS. They offer the NFIS Advisory Program, Envestnet Programs, and Digital Automated Portfolios. NFIS also offers financial planning and retirement plan services. Fees are based on assets under management and are negotiable.
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.
Areas of Practice
Location
1007 Electric Ave, Vienna, VA, 22180