Nations Financial Group (NFGI) is a registered investment advisor that manages investment portfolios for individuals, families, pension plans, trusts, estates, and businesses. NFGI offers investment management on a discretionary or non-discretionary basis, pension consulting services, and financial consulting services. NFGI's investment advisor representatives work with clients to determine their investment objectives, risk tolerance, and financial circumstances.
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.