Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 0.80% |
Fees for fixed income only accounts are negotiable and range from 0.20% to 2.00%. The fee charged on assets in excess of $25 million will be negotiated with the specific client. NFO may negotiate a modified fee schedule based upon certain criteria.
Fee Estimator
Location
223 W Jackson Blvd., Suite 500, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Pearlyn works as a consultant for XYZ Newco Consulting, a new broker dealer, since July 2023. This activity is investment-related.
Employment History
Current Registrations
Najarian Family Office, LLC
Previous Registrations
Vygr Digital Securities, LLCBroker
Glacier Point Capital LLCBroker
Glacier Point Capital LLCBroker
Trade MonsterBroker
E*trade Securities LLCBroker
E*trade Clearing LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.