NGC Financial offers investment advisory and financial planning services, customizing portfolios to meet client objectives. They use a tactical allocation strategy to reduce risk and increase performance, investing in various securities like ETFs, mutual funds, and government securities. Financial planning includes advice on investment accounts, retirement vehicles, and asset allocation. Client assets are managed on a non-discretionary basis.
Assets Under Management$57M
Clients78
Advisors1
Avg. per Client$730K
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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