Nhabla is a registered investment advisor founded in Florida in 2021 by Robert Ortega and Johnny Medina. The firm provides comprehensive financial planning and portfolio management services, focusing on independent and unbiased advice with no affiliations to specific financial products or companies. Nhabla acts in the best interest of clients as a legal fiduciary, offering tailored portfolio strategies that include core equity, core bond, and multi-asset yield models, as well as balanced and growth portfolios. In addition to managing investments, Nhabla integrates financial planning, retirement planning, estate planning, tax strategy, and risk management into its advisory relationships. The firm typically works with individuals and families who meet its account minimum requirements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable based on account size and complexity. If the account minimum is waived, the annual fee is 1.00%.