Assets Under Management
$1.9B
Number of Clients
2,583
Number of Advisors
19
Average Client AUM
$745K
AUM per Advisor
$101.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
NWFA provides investment advisory services through programs custodied and/or sponsored by LPL Financial. They offer strategic wealth management, optimum market portfolios, model wealth portfolios, manager access select, and guided wealth portfolios. They also offer financial planning services for a flat fee.
200 Spring Street, Suite 120, Herndon, VA, 20170