Nations Financial Group, INC.
Assets Under Management
$3.9B
Number of Clients
5,401
Number of Advisors
94
Average Client AUM
$716K
AUM per Advisor
$41.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nations Financial Group, Inc. is a SEC-registered investment advisor that began business in 1999. They offer investment services, pension consulting, and third-party manager programs. Services are provided based on individual client needs, and clients can impose restrictions on their accounts. Investment recommendations are not limited to specific products and may include a variety of securities.
Fee Structure
Fees for advisory services are negotiable and vary based on factors such as the IAR, client location, types of securities managed, account size, and service requests. Asset-based fees range up to 2.25% for discretionary, non-discretionary, and sub-adviser advisory accounts, and up to 2.50% for all-inclusive wrap accounts. NFGI's 401K Portfolios fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%. Financial consulting fees are determined on a one-time basis and are subject to negotiation.
Areas of Practice
Location
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411