Nazelrod & Associates Financial Services offers advice on investments, insurance, taxes, and financial planning. They create customized financial plans based on a client's situation, risk tolerance, and goals. The firm acts as the portfolio manager and generally recommends mutual funds or other packaged products. They review and report on these issues at least quarterly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.60% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.35% |
Fees are negotiable. When an investment advisor representative of Nazelrod & Associates Financial Services, Inc. acts as a registered representative of a broker dealer and earns a commission for the sale of a security to the client, Nazelrod & Associates Financial Services, Inc. will reduce its investment advisory fee by the amount of the commission received in the prior quarter by the affiliated registered representative.