Najarian Family Office, LLC
Assets Under Management
$67.2M
Number of Clients
68
Number of Advisors
6
Avg. Portfolio per Client
$989K
Avg. Managed per Advisor
$11.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Najarian Family Office offers investment management services to families, individuals, high-net-worth individuals, trusts, charitable entities, investment companies, corporations, and other business entities. Najarian Family Office creates custom investment strategies and manages portfolios based on each client's needs, goals, and risk tolerance. They may delegate management of assets to affiliated or independent sub-advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 0.80% |
Fees for fixed income only accounts are negotiable and range from 0.20% to 2.00%. The fee charged on assets in excess of $25 million will be negotiated with the specific client. NFO may negotiate a modified fee schedule based upon certain criteria.
Fee Estimator
Areas of Practice
Location
223 W Jackson Blvd., Suite 500, Chicago, IL, 60606