Nuthira Neal is a registered investment advisor at Nn Investment Advisory, LLC, based in Santa Barbara, CA, with 6 years of industry experience. Nuthira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NN Investment Advisory charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The specific fee will be outlined in your advisory agreement. Fees are billed monthly, based on the value of your account on the last day of the month. Fees are negotiable.
Location
Santa Barbara, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nn Investment Advisory, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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