NFC Investments manages investment portfolios for individuals and institutions based on their financial circumstances, investment goals, time horizon, and risk tolerance. NFC Investments has full authority to make investment decisions. The firm evaluates securities contributed by new clients and may sell them if they don't align with the client's objectives. Clients can terminate services with written notice, and NFC Investments will assist in transferring assets. As of December 31, 2025, NFC Investments managed $2,137,402 in client assets.
Assets Under Management$2.1B
Clients157
Advisors2
Avg. per Client$14M
Avg. per Advisor$1.1B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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