Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
68 clients
Average Client Portfolio
$989K average
Assets Under Management
$67.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
223 W Jackson Blvd., Suite 500, Chicago, IL, 60606
Get directionsHistory
Regulatory History
Clean regulatory record
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
Najarian Family Office, LLC
July 2019 - Present · 6 yrs 8 mos
Previous Registrations
Vygr Digital Securities, LLCBroker
June 2021 - January 2023 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - June 2019 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - June 2019 · 1 yr 9 mos
David Lerner Associates, INC.Broker
September 2016 - August 2017 · 11 mos
Newport Coast Securities, INC.Broker
March 2016 - August 2016 · 5 mos
Regal Securities, INC.Broker
September 2013 - September 2014 · 1 yr
Blackbook Capital LLCBroker
May 2013 - September 2013 · 4 mos
Olympia Asset Management,ltd.Broker
April 2012 - May 2013 · 1 yr 1 mo
State Registrations9 states
CACOFLILMINJNYSCVA
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.