Nationwide Investment Advisors, LLC

Fee-Only (% of Portfolio)

Nationwide Investment Advisors (NIA) offers investment advice to retirement plan sponsors and participants. NIA provides both discretionary and non-discretionary investment advisory services through four programs: ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. ProAccount and MIP are for plan participants, while Smart Alliance and the Advice Program are for plan sponsors. NIA uses independent financial experts (IFEs) to develop investment advice and manage portfolios.

Assets Under Management$16B
Clients270,365
Advisors398
Avg. per Client$58K
Avg. per Advisor$39M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

398 Advisors at this firm

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