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...
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Assets Under Mgmt

$102.02M

Investment Professionals

1

Locations

0

% 401K & Individual

3%

% Discretionary

90%
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
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