Naab Investments & Trading offers personalized investment management to individuals, investing in stocks, bonds, mutual funds, and exchange traded funds. They work with clients to set investment objectives and goals. The firm was founded in 1996 and manages client accounts on a discretionary basis.
Assets Under Management$6.6M
Clients57
Advisors1
Avg. per Client$110K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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