Nationwide Investment Advisors, LLC is a registered investment advisor that provides investment management and advisory services primarily to participants and sponsors of retirement plans, such as 401(k) plans and governmental deferred compensation plans. The firm offers several distinct services, including Nationwide ProAccount, which provides professional management of participant retirement assets using model portfolios developed by an independent financial expert. Other services include My Investment Planner, offering non-discretionary portfolio recommendations for participants, as well as Smart Alliance and the Advice Program, which provide investment guidance and discretionary management for retirement plan sponsors. Nationwide Investment Advisors is an indirect subsidiary of Nationwide Financial Services, Inc., and utilizes affiliated custodians and recordkeepers for its programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is up to 1.00% for participant accounts, up to 0.65% for governmental and institutional plan participants, up to 0.50% for the Advice Program, and up to 0.02% for Smart Alliance. Fees are negotiable at the plan level.