N.N.A. Investment Advisors, operating as N.N.A.I.A., provides financial planning services and helps clients connect with third-party investment managers. Rather than directly managing investment portfolios, N.N.A. Investment Advisors reviews your financial goals and recommends external investment managers best suited to your needs, while continuing to monitor their performance. In addition to investment manager recommendations, N.N.A. Investment Advisors creates broad-based, modular financial plans covering retirement, cash flow, and overall financial resources. The firm works with individuals, trusts, estates, and business entities. N.N.A. Investment Advisors operates on a fee basis, charging either fixed fees or hourly rates for financial planning, and receives a share of the fees paid to recommended third-party investment managers.
Fee Structure
- Comprehensive financial planning — Fixed fee ranging from $2,500 to $15,000, or hourly rates between $250 and $350, depending on the complexity of your financial situation and the specific services requested.