Nutfield Financial Services Ltd. provides financial planning and investment advisory services. Financial planning includes retirement and estate planning. Investment advisory services help clients create an investment strategy based on their risk assessment and financial plan. Nutfield Financial Services Ltd. provides investment advice but does not manage any assets on a discretionary basis. All investment decisions are made by the client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
It is the current policy of Nutfield Financial Services Ltd. to exclude from the annual management fee any insurance product which pays a commission to the Advisor. The Advisor also excludes Fees on Legacy Assets held by Halo where Halo already pays the Advisor for ongoing Investment Advisory services. RIA Lite service clients pay 0.35% annually.