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
Snowmass Village, CO
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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
Todd serves on the board of directors and compensation committee for Net Element Inc. and is co-chief investment officer for Najarian Family Office. He is also a managing member of Rebellion Capital Advisors, LLC.
Employment History
Current Registrations
Najarian Family Office, LLC
Rebellion Capital Advisors, LLC
State Registrations2 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.