Najarian Family Office (NFO) provides investment management services to individuals, families, high-net-worth individuals, trusts, charities, investment companies, corporations, and other business entities. NFO creates individualized asset management plans based on your needs, goals, and risk tolerance. NFO may delegate management of assets to an affiliate or independent sub-advisor.
Assets Under Management$76M
Clients66
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $25 million. Fixed income fees range from 0.20% to 2.00% and are determined by the type of fixed income and how it was acquired.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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