NFJ Investment Group offers investment management services, primarily focused on equity assets, to both institutional and non-institutional clients. These services are delivered through separate accounts, wrap fee programs, and commingled funds. NFJ's investment approach involves stock screening, portfolio construction based on low valuations and dividend yields, and ongoing monitoring. They may tailor services to individual client needs and restrictions.
Assets Under Management$3.4B
Clients738
Advisors2
Avg. per Client$4.6M
Avg. per Advisor$1.7B
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.60% |
| $25.0M - $75.0M | 0.50% |
| $75.0M - $175.0M | 0.40% |
| $175M+ | 0.35% |
Schedule is for Dividend Value and Large-Cap Value strategies. Other strategies have different schedules. Minimum account size is $25 million for all strategies listed.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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