Nafees Alam
Advisor at FamilyWealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Nafees Alam is a financial advisor with FamilyWealth, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously at Regions from 2013 to 2017. Based in Pensacola, FL, Alam is part of a multi-advisor team at FamilyWealth. FamilyWealth Advisers, LLC provides investment advisory and wealth management services to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a dynamic, multi-asset investment approach that combines passive, active, and alternative strategies through its proprietary FamilyWealth™ platform and Turnkey Asset Management Program models.
Client services
Based on FamilyWealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Advice to use models of related investment adviser
Advice to use models of related investment adviser
Expertise
Based on FamilyWealth
Wealth management
Passive / index investing
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Retirement plan consulting flat fees from $10,000 to $100,000
$0+: Typically 1.45% for retail clients but can be up to 2% depending on strategy and IAR $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.60%
Insurance commissions received by IARs on insurance products sold; no advisory fee charged on these assets
Account minimum: $500,000 for institutional accounts; no minimum for retail individual accounts Fee-only: Financial planning fees may be flat fees or negotiated; retirement plan consulting fees range from $10,000 to $100,000 flat or up to 1.00% AUM on plans
Location
4309 Spanish Trail
Pensacola, FL 32504
Most active in
Nafees A has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida
Work history
Wells Fargo Advisors, LLc
2017 - Present (9 years)
Regions
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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