Brandon Baum
Brandon Baum is a registered investment advisor at Navy Federal Investment Services, LLC, based in Pensacola, FL, with 1 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
Pensacola, FL
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Regulatory History (1)
Financial
February 2020Other Business Activities
Brandon serves as a 2nd Lieutenant - Quartermaster in the US Army Reserves, 244th Engineering Battalion. This requires about 10-20% of his time.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.