Naab Investments & Trading provides customized investment management services primarily for individuals. Founded in 1996 and based in Newburgh, Indiana, the firm focuses on long-term investing across domestic and international stocks, bonds, mutual funds, and exchange-traded funds. Naab Investments & Trading builds personalized portfolios based on each client's specific goals, cash flow needs, and risk tolerance, while aiming to minimize asset turnover and tax implications. All client accounts are held at Charles Schwab, and investment decisions are made by founder Justin Naab using fundamental analysis.
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 are calculated at 1.5% annually of assets under management. Naab Investments & Trading reserves the right to waive or negotiate fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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