Nationwide Securities provides investment advisory services to individuals, corporations, trusts, and partnerships. The firm offers financial planning services and various managed account programs. Financial planning helps clients assess their financial goals, retirement needs, and risk tolerance through software projections. For portfolio management, Nationwide Securities offers both non-discretionary programs and discretionary managed account programs (Select and Signature), which utilize asset allocation models developed by third-party experts and managed through mutual funds. Some older programs, such as My Investment Planner and ProAccount, are closed to new business and maintained on a service-only basis. Nationwide Securities is an affiliate of Nationwide Financial Services, and its programs frequently feature mutual funds from the Nationwide family of funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K - $400K | 0.75% |
| $400K - $500K | 0.70% |
| $500K+ | 0.65% |
Schedule reflects the higher Signature Managed Account program rates. Select Managed Account program rates are lower, ranging from 0.55% down to 0.35%. ProAccount program rates range from 0.65% down to 0.45%.