Debra Rea is a registered investment advisor at Nfi, LLC, based in Seven Fields, PA, with 23 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 134 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NFI's annual investment management fee varies between 0.50% and 1.50% of your portfolio, depending on the amount you invest and the type of services you need. This fee is charged quarterly, based on the market value of your investments at the end of the previous quarter. NFI also imposes a minimum annual fee of $150. NFI may negotiate to waive its stated minimum annual fee or charge a lesser management fee based upon certain criteria.
Location
200 Northpointe Circle, Suite 202, Seven Fields, PA, 16046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nfi, LLC
Previous Registrations
Network for Financial Independence LLC
State Registrations1 state
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