National Christian Financial Advisors (NCFA) provides investment advice and financial planning to individuals, families, pension plans, corporations, and other businesses. NCFA offers online advisory services through its website and in-person portfolio management services. The firm also offers non-discretionary qualified plan consulting and financial planning services. NCFA's investment philosophy emphasizes value, safety, and quality, with a focus on risk control and socially responsible investing based on Judeo-Christian and Islamic principles.
Assets Under Management$4.5M
Clients51
Advisors1
Avg. per Client$88K
Avg. per Advisor$4.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.90% |
| $50K - $100K | 0.58% |
| $100K - $250K | 0.47% |
| $250K - $500K | 0.41% |
| $500K+ | 0.38% |
This is the fee schedule for NCFA Digital Gateway Model Portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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