Navy Federal Investment Services, LLC

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Total assets under management

$1,713,608,579

Total clients

6,406

3% high-net worth

Total advisors

of 176 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$267,501

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Digital Investor Automated Portfolios fixed fee of $3.50 per month; Termination fee of $150 per account after initial 5 business days

Percentage

$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%

Other

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

Disclosures

Business activities & affiliations

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.

Main office location

Navy Federal Investment Services, LLC

1007 Electric Ave

Vienna VA 22180, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 703-206-1517

Advisors at this firm

Selena E

Series 63, Series 66

Middleburg, FL

Navy Federal Investment Services, LLC

Joshua P

Series 66

El Cajon, CA

Navy Federal Investment Services, LLC

Alex B

Series 66

Milton, FL

Navy Federal Investment Services, LLC

Todd P

Series 66

Gulf Breeze, FL

Navy Federal Investment Services, LLC

Joseph S

Series 66

Pace, FL

Navy Federal Investment Services, LLC

Amy K

Series 66

Vienna, VA

Navy Federal Investment Services, LLC

Richard G

Series 63, Series 65

Highlands Ranch, CO

Navy Federal Investment Services, LLC

Corey T

Series 65, Series 66

Crofton, MD

Navy Federal Investment Services, LLC

Stephen W

Series 63

San Diego, CA

Navy Federal Investment Services, LLC

Mark E

Series 66

Richmond, VA

Navy Federal Investment Services, LLC

Anabelle L

Series 66

Wilmington, NC

Navy Federal Investment Services, LLC

Andrew J

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

James B

CFP®, Series 66

Nashville, TN

Navy Federal Investment Services, LLC

Brian F

ChFC®, Series 66

Virginia Beach, VA

Navy Federal Investment Services, LLC

Patricia F

Series 63, Series 65

Lemon Grove, CA

Navy Federal Investment Services, LLC

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