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
223 W Jackson Blvd., Suite 500, Chicago, IL, 60606
Get directionsHistory
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
Arielle works as an investment education consultant for Market Rebellion since 2021, focusing on project management, operations, general office management, and event planning.
Employment History
Current Registrations
Najarian Family Office, LLC
Previous Registrations
UBS Financial Services INC.Broker
State Registrations1 state
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.