Naylor & Company offers investment advice, financial planning, and portfolio management services. They create tailored investment portfolios using stocks, bonds, exchange traded funds, mutual funds, and alternative investments. They focus on companies with growth potential and customize accounts based on client preferences. They also offer financial planning and consulting services for a flat fee, covering areas like retirement, insurance, and tax planning.
Assets Under Management$100M
Clients104
Advisors4
Avg. per Client$960K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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