Nashional Independent Investment Management provides ongoing portfolio management based on each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Nashional primarily focuses on traditional investments like stocks, bonds, ETFs, and mutual funds, but may also advise on alternative investments like real estate funds, structured notes, and insurance products. They also offer financial advising services billed hourly.
Assets Under Management$10M
Clients73
Advisors3
Avg. per Client$140K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable. 1.00% annual fee for structured notes and non-traded REITs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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