NFI Advisors offers investment advice tailored to clients' needs. They provide discretionary portfolio management, developing strategies based on investment objectives and risk tolerance. NFI Advisors monitors portfolio performance and rebalances as needed. They also offer a Hedge Strategies Program for accredited investors. The firm primarily advises on U.S. Treasury bonds and options.
Assets Under Management$44M
Clients45
Advisors2
Avg. per Client$990K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances. For accounts participating in the Hedge Strategies Program, the fee is 2% of assets managed. The Hedge Strategies is only available to accredited investors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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