Nadler Financial Group provides discretionary investment management and retirement plan consulting services to individuals, high-net-worth individuals, charitable organizations, and business entities. Nadler Financial Group primarily recommends investing in diversified vehicles such as mutual funds and exchange-traded funds, using strategies like fundamental, technical, and cyclical analysis. The firm offers a standard discretionary investment management program, a Focused Investment Objective Program for accounts under $750,000, and retirement plan consulting for plan sponsors. Financial planning and consulting services may be included upon request for investment management clients, though the advisory fee remains the same regardless. The firm primarily recommends Charles Schwab as a broker-dealer and custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. The Focused Investment Objective Program offers an alternative schedule: first $1M at 0.85%, $1M-$1.5M at 0.75%, and above $1.5M negotiable. Legacy clients may have different grandfathered rates.