NFSG Corporation is a registered investment advisor that manages client portfolios on a discretionary or non-discretionary basis. NFSG creates customized investment portfolios based on client's investment objectives, risk tolerance, and financial circumstances. NFSG may utilize an internal portfolio manager or select third-party asset managers to assist in the management of client accounts. NFSG also offers financial planning services.
Assets Under Management$1.1B
Clients3,096
Advisors73
Avg. per Client$350K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
73 Advisors at this firm
Page 1 of 4