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Nfwm
Plano, Texas
NFWM (National Financial Wealth Management) is a small investment advisory firm located in Plano, TX. With one office, the firm's sole focus is on providing top-notch investment advisory services to its clients. With a team of one dedicated employee, NFWM manages an average of $102,020,000 in assets under management per investment advisor, which is on par with the industry average.
When it comes to compensation, NFWM offers a diverse range of options tailored to their clients' needs. This includes a percentage-based fee structure, hourly charges, and fixed fees. Impressively, 90% of the assets they manage are under their discreti...see more
Assets Under Mgmt
$102.02M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Nfwm
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