Navy Federal Investment Services (NFIS) provides investment advisory services, primarily portfolio management through third-party managers. NFIS representatives work with clients to determine suitable programs and models based on their financial objectives, risk tolerance, and financial status. NFIS also offers financial planning services. NFIS is owned by Navy Federal Financial Group, which is a subsidiary of Navy Federal Credit Union.
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.