Nations Financial Group, INC.

Assets Under Management

$3.9B

Number of Clients

5,401

Number of Advisors

94

Average Client AUM

$716K

AUM per Advisor

$41.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Nations Financial Group, Inc. is an SEC-registered investment adviser offering investment services, including individual portfolio management, pension consulting, and third-party manager programs. Services are tailored to individual client needs, considering investment objectives, risk tolerance, and financial circumstances.

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411

94 Advisors at this firm

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