Advisor at NWF Advisory Services Inc
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
NWF Advisory Services Inc
Location
Kingsburg, CA 93631
Credentials
Series 63, Series 65
Industry experience
9 years
Financial planning fixed fees: $500-$1,500 (Basic Plan), $1,500-$3,000 (Intermediate), $3,000+ (Advanced); Retirement plan consulting fixed fees: $5,000 - $100,000 based on scope.
$50,000 - $99,999: n/a (Advisor Managed Portfolios Wrap Account) $100,000 - $249,999: 2.100% (Advisor Managed Portfolios Wrap Account) $250,000 - $499,999: 1.875% (Advisor Managed Portfolios Wrap Account) $500,000 - $749,999: 1.650% (Advisor Managed Portfolios Wrap Account) $750,000 - $1,249,999: 1.425% (Advisor Managed Portfolios Wrap Account) $1,250,000 - $1,999,999: 1.200% (Advisor Managed Portfolios Wrap Account) $2,000,000 - $4,999,999: 0.975% (Advisor Managed Portfolios Wrap Account) $5,000,000 - $24,999,999: 1.000% (Advisor Managed Portfolios Wrap Account) $25,000,000+: 0.775% (Advisor Managed Portfolios Wrap Account) $50,000 - $99,999: 2.050% (Advisor Managed Portfolios Non-Wrap Account) $100,000 - $249,999: 2.100% (Advisor Managed Portfolios Non-Wrap Account) $250,000 - $499,999: 1.875% (Advisor Managed Portfolios Non-Wrap Account) $500,000 - $749,999: 1.650% (Advisor Managed Portfolios Non-Wrap Account) $750,000 - $1,249,999: 1.425% (Advisor Managed Portfolios Non-Wrap Account) $1,250,000 - $1,999,999: 1.200% (Advisor Managed Portfolios Non-Wrap Account) $2,000,000 - $4,999,999: 0.975% (Advisor Managed Portfolios Non-Wrap Account) $5,000,000 - $24,999,999: 1.000% (Advisor Managed Portfolios Non-Wrap Account) $25,000,000+: 0.775% (Advisor Managed Portfolios Non-Wrap Account) $100,000 - $249,999: 1.50% (Model Program Wrap Account) $250,000 - $499,999: 1.50% (Model Program Wrap Account) $500,000 - $999,999: 1.50% (Model Program Wrap Account) $1,000,000 - $1,999,999: 1.50% (Model Program Wrap Account) $2,000,000 - $4,999,999: 1.50% (Model Program Wrap Account) $5,000,000 - $9,999,999: 1.50% (Model Program Wrap Account) $10,000,000 - $24,999,999: 1.50% (Model Program Wrap Account) $25,000,000+: 1.00% (Model Program Wrap Account) $100,000 - $249,999: 1.50% (WMAP Wrap Account) $250,000 - $499,999: 1.50% (WMAP Wrap Account) $500,000 - $999,999: 1.50% (WMAP Wrap Account) $1,000,000 - $1,999,999: 1.50% (WMAP Wrap Account) $2,000,000 - $4,999,999: 1.50% (WMAP Wrap Account) $5,000,000 - $9,999,999: 1.50% (WMAP Wrap Account) $10,000,000 - $24,999,999: 1.50% (WMAP Wrap Account) $25,000,000+: 1.00% (WMAP Wrap Account) $0 - $249,999: 2.00% (Third Party Advisory Services maximum advisory fee) $250,000 - $499,999: 1.90% (Third Party Advisory Services maximum advisory fee) $500,000 - $999,999: 1.75% (Third Party Advisory Services maximum advisory fee) $1,000,000 - $1,999,999: 1.50% (Third Party Advisory Services maximum advisory fee) $2,000,000+: 1.25% (Third Party Advisory Services maximum advisory fee)
Advisory Representatives may receive commissions as Registered Representatives or insurance agents in connection with securities or insurance product sales.
Financial planning hourly fees range from $150 to $1,000 per hour; Retirement plan consulting hourly fees range from $50 to $300 per hour.
Account minimum: $50,000 Fee-only: Financial planning fixed fees range from $500 to $3,000+ depending on plan complexity; hourly fees range from $150 to $1,000 per hour.
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Pruco Securities, LLC
2016 - 2022 (6 years)
The Prudential Insurance Company of America
2016 - 2022 (6 years)
Concordia University
2015 - 2017 (2 years)
Enloe Academy
2013 - Present (13 years)
HardCoreSport
2011 - Present (15 years)
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 66
Selma, CA
Merrill
Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.
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Series 66
Reedley, CA
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Series 63, Series 65
Kingsburg, CA
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Series 63, Series 66
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Empower Advisory Group
Series 66
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