Nations Financial Group, Inc. is a registered investment advisor providing continuous investment management, pension consulting, and financial consulting services. Founded in 1999 and based in Iowa, Nations Financial Group offers both discretionary and non-discretionary portfolio management tailored to individual client goals, risk tolerances, and time horizons. The firm utilizes various strategies including asset allocation, fundamental and technical analysis, and third-party manager programs. In addition to personal wealth management, Nations Financial Group operates as a registered broker-dealer and insurance agency, providing clients with access to a wide array of securities, insurance products, and third-party platforms through approved custodians such as Wells Fargo Clearing Services and Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.