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Neil Nakagawa

11 Years of Experience
Nashville, TN
1 Disclosure

Neil Nakagawa is a registered investment advisor at The Pacific Financial Group, INC., based in Nashville, TN, with 11 years of industry experience. Neil 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 16,832 clients with $5.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
16,832 clients
Average Client Portfolio
$301K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Total program fees cannot exceed 2.0% annually, which includes advisor fees and platform or management fees charged by The Pacific Financial Group depending on the selected solution.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 20th Avenue South, Suite 500, Nashville, TN, 37212

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History

Regulatory History (1)
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Employment Separation After Allegations
November 1996
Employment History
Current Registrations
The Pacific Financial Group, INC.
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Arque Capital, LTD.
November 2012 - June 2013 · 7 mos
State Registrations2 states
CAWA
Advisor

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
No exam information available for this advisor.
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