Elizabeth Folland
Elizabeth Folland is a ChFC-designated registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 32 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251,223 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is up to 1.00% for participant accounts, up to 0.65% for governmental and institutional plan participants, up to 0.50% for the Advice Program, and up to 0.02% for Smart Alliance. Fees are negotiable at the plan level.
Fee Estimator
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 Registrations1 state
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.
Exams
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