NFI is a registered investment adviser offering comprehensive financial planning, consulting, and investment management services. NFI builds personalized asset allocation strategies utilizing mutual funds, exchange-traded funds, individual debt and equity securities, and options. The firm tailors its services to accommodate each client's specific risk tolerance, time horizon, and liquidity constraints. NFI operates on a fee basis, charging either fixed fees for financial planning or a percentage of assets under management for portfolio oversight. NFI does not serve as a sponsor or manager of a wrap fee program. Clients maintain custody of their accounts at recommended financial institutions such as Fidelity and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee varies between 0.50% and 1.50% depending on market value and services rendered. Fees are negotiable.