Assets Under Management
N/A
Number of Clients
105
Number of Advisors
26
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Nationwide Securities, LLC provides investment advisory services to individuals, offering financial planning and non-discretionary recommendations of asset allocation models through My Investment Planner and ProAccount programs. Financial planning is offered to retirement plan participants. My Investment Planner provides a point-in-time asset allocation recommendation. ProAccount offers ongoing investment management through an affiliated advisor.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $500K+ | 0.45% |
One Nationwide Plaza, Mailing Code: 01-17-402, Columbus, OH, 43215