Nationwide Securities, LLC (NSLLC) provides investment advisory services to individuals. They offer financial planning services to retirement plan participants and non-discretionary recommendations of asset allocation models for individual retirement accounts (IRAs) through My Investment Planner and ProAccount programs. NSLLC does not manage client assets directly. Clients make their own investment decisions based on the recommendations provided.
Assets Under ManagementN/A
Clients105
Advisors26
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $500K+ | 0.45% |
These fees are for the ProAccount Investment Advisory Program and are paid to Nationwide Investment Advisors (NIA), an affiliate of Nationwide Securities. Clients also pay administrative fees to Nationwide Trust Company (NTC) and internal expenses for the mutual funds they invest in.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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