Nadler Financial Group provides investment management services where they make investment decisions for you, and financial planning services if you request them. They create investment plans based on your goals and recommend investments like mutual funds and exchange traded funds. They also offer a Focused Investment Objective Program for clients with less than $750,000 to invest, which uses pre-set investment models. Nadler Financial Group may also provide limited consultation services on non-investment related matters such as estate planning, tax planning, and insurance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee. Focused Investment Objective Program: First $1,000,000: 0.85% per year, $1,000,000 - $1,500,000: 0.75% per year, Over $1,500,000: Negotiable. Clients with less than $235,300 are subject to a $2,000 annual minimum fee. Legacy Clients: First $1,000,000: 1.0% per year, $1,000,000 - $2,000,000: 0.75% per year, Over $2,000,000: 0.50% per year.