N Financial Plans provides investment management and financial planning services to individuals, high net-worth individuals, and businesses. N Financial Plans is a fee-only firm, meaning it only receives compensation from clients for its services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies.
Assets Under Management$65M
Clients95
Advisors1
Avg. per Client$690K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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