Advisor at Navy Federal Investment Services, LLC
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.
Firm
Navy Federal Investment Services, LLC
Location
Milton, FL
Credentials
Series 66
Industry experience
6 years
Digital Investor Automated Portfolios fixed fee of $3.50 per month; Termination fee of $150 per account after initial 5 business days
$0 - $250,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.75% to 1.59% $250,001 - $500,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.70% to 1.37% $500,001 - $1,000,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.60% to 1.11% $1,000,001 - $2,000,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.50% to 0.80% $2,000,001+: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.50% to 0.98%
Account minimum: $50,000 typical minimum per account Minimum fee: $75 annual minimum fee for some third-party managers; $40 minimum annual per account overlay service fee
Navy Federal Financial Group, LLC
2024 - Present (2 years)
Navy Federal Investment Services, LLC
2024 - Present (2 years)
Cetera Investment Advisers LLC
2023 - 2024 (1 year)
First Federal Bank of Louisiana
2023 - 2024 (1 year)
Cetera Investment Services Llc
2023 - 2024 (1 year)
JP Morgan Chase Bank, N.A.
2019 - 2023 (4 years)
J.P. Morgan Securities LLC
2019 - 2023 (4 years)
Capital One Bank
2016 - 2019 (3 years)
Coyote blues
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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