Natalie Huh is a CFA-designated registered investment advisor at Naai Investment Management LLC, based in San Jose, CA. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NAAI Investment Management does not directly manage investments for individual investors. They provide model portfolios and investment recommendations to institutional clients, who then manage the investments for their own clients. The institutional clients typically charge an annual management fee ranging from 0.5% to 2.0% of assets under management, and may share a portion of that fee with NAAI.
Location
3003 N 1st St. Suite 221, San Jose, CA, 95134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Naai Investment Management LLC
State Registrations1 state
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