NFI provides financial planning, consulting, and investment management services. Financial planning includes retirement, education, estate, and insurance planning. Investment management involves allocating assets among mutual funds, exchange traded funds, individual debt and equity securities, and options. NFI tailors its services to individual client needs and continuously seeks to ensure portfolios are managed in a manner consistent with their specific investment profiles. Clients are advised to promptly notify NFI if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios.
Fee Structure
NFI's annual investment management fee varies between 0.50% and 1.50% of your portfolio, depending on the amount you invest and the type of services you need. This fee is charged quarterly, based on the market value of your investments at the end of the previous quarter. NFI also imposes a minimum annual fee of $150. NFI may negotiate to waive its stated minimum annual fee or charge a lesser management fee based upon certain criteria.