Najarian Financial offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans, including 401(k)s. Financial planning covers areas like investment, insurance, tax, retirement, college, and debt/credit planning. Najarian Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. If NF directs clients to third-party investment advisors, NF will receive its standard fee in addition to the third-party advisor's fee. For Flexible Plan Investments, the total fee is 2.00%. For Advisors Capital Management, the total fee is 1.65%.