N.N.A. Investment Advisors, Inc. offers financial planning services for individuals, trusts, estates, and businesses. N.N.A.I.A. does not directly manage assets but recommends and refers clients to third-party investment advisors (TPAs). N.N.A.I.A. monitors the performance of the TPAs to ensure alignment with client goals. N.N.A.I.A. shares in the fees paid by clients to the TPAs.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
N.N.A.I.A. charges a fixed fee between $2,500 and $15,000, or an hourly fee of $250 to $350 for financial planning services. In limited circumstances, the total cost could potentially exceed $15,000. A retainer fee of up to 50% may be requested in limited cases.
One-Time Plan:$2,500 - $15,000
Hourly Rate:$250 - $350/hr
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