Elizabeth Folland
Elizabeth Folland is a ChFC-designated registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 31 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
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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 →Employment History
Current Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Swbc Investment Services, LLCBroker
Swbc Investment Company
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
J.P. Morgan Asset Management
Jpmorgan Asset Management
Jpmorgan Distribution Services, INC.Broker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.