Khoi Nguyen
Khoi Nguyen is a ChFC-designated registered investment advisor at Navy Federal Investment Services, LLC, based in Pensacola, FL, with 16 years of industry experience. Khoi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
5550 Heritage Oaks Drive, Pensacola, FL, 32526
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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.
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Khoi owns rental real estate in Pensacola, FL since 2016, but is an inactive owner. A property management company manages the property, and Khoi devotes minimal time to it.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Previous Registrations
Navy Federal Asset Management, LLC
Edward Jones
Edward JonesBroker
State Registrations50 states
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