Nakia Brown is a registered investment advisor at Northwest Financial Advisors LLC, based in Herndon, VA, with 3 years of industry experience. Nakia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,583 clients with $1.9B in assets under management.
Compensation
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Fee Structure
NWFA offers several investment management programs, including Strategic Wealth Management (SWM), Optimum Market Portfolios (OMP), Model Wealth Portfolios (MWP), Manager Access Select, and Guided Wealth Portfolios (GWP). The fees for SWM, MWP, OMP and Manager Access Select are negotiable, with a maximum annual advisory fee of 2.00%. GWP clients pay an LPL program fee of 0.35% and an NWFA advisory fee of up to 1.00%. GWP accounts under $10,000 also incur a $20 annual small account fee payable to LPL. Fees are charged quarterly in advance.
Location
200 Spring Street, Suite 120, Herndon, VA, 20170
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Regulatory History (1)
Financial
May 2022Other Business Activities
Nakia operates Northwest Financial Advisors as a DBA for LPL business and is also a Registered Investment Advisor Representative (IAR) with Northwest Financial Advisors, LLC, dedicating full-time hours to this role. Nakia also works part-time as a DoorDash driver and is a notary in the state of Virginia.
Employment History
Current Registrations
Northwest Financial Advisors LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morgan StanleyBroker
Morgan Stanley
Madison Avenue Securities, LLCBroker
State Registrations24 states
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