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NFI Advisors, Inc.

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Client assets under management

$5,211,004

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Clients

36

0% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

18

Very Low

Average account size

$144,750

About

NFI Advisors is a small SEC-registered investment adviser that primarily serves individual (non‑high‑net‑worth) clients, as well as trusts, estates and a private investment fund client base. The firm provides discretionary portfolio management, assistance with selecting other advisers, and acts as general partner to private investment funds.

Its investment approach is tailored to client objectives and implemented on a discretionary basis, using model portfolios, laddered U.S. Treasury bond allocations and options strategies. The firm offers an options-based Hedge Strategies program for accredited investors and writes puts and calls as part of its trading toolkit, while the funds it manages are subject to management fees and performance allocations.

What is distinctive for a firm of this size is that it sponsors and serves as adviser and general partner to multiple private funds (including NFI Capital Partners, L.P., NFI Income Strategies Fund, L.P., and NFI S&P 500 Plus, L.P.), and manages pooled vehicles alongside individual accounts. The firm is also affiliated with an accounting and tax practice (Norris Financial) and its advisors hold insurance licenses, creating overlapping services and disclosed conflicts that clients should consider; the adviser operates with two advisors, roughly $41.7 million in discretionary AUM and a relatively small client base.

Client services

Portfolio management

Expertise

Options & derivatives strategies Wealth management Private / alternative investments

Fee options

Percentage

$0+: 1% annually for discretionary portfolio management services $0+: 2% annually for Hedge Strategies Program (accredited investors only)

Commissions

Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees

Performance-based

20% of profits (with high water mark) for private investment funds (e.g., NFI Capital Partners, L.P., and NFI Income Strategies Fund, L.P.)

Other

Account minimum: $250,000 Fee-only: 1% annually for discretionary portfolio management (negotiable); 2% annually for Hedge Strategies Program; management fees for private funds (1.5% or 2.5% annual rate) plus performance-based fees for some funds

Main office location

NFI Advisors, Inc.

39475 W. 13 Mile Rd., Suite 102

Novi MI 48377-2359, United States

Number of offices

1

Most active in

More info

Michigan

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 248-553-8889

Advisors at this firm

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Daniel T

Series 65

Novi, MI

NFI Advisors, Inc.

Daniel Tacker is a financial advisor at NFI Advisors, Inc. with 15 years of industry experience. He holds the Series 65 designation and has been with NFI Advisors since 1999. NFI Advisors is a small registered investment adviser that provides discretionary portfolio management and assistance selecting other advisers to individuals, trusts, estates, and a private investment fund. The firm focuses on suitability-driven, discretionary management using model portfolios, laddered U.S. Treasury bond allocations, and option writing, and it manages multiple private placement funds for accredited and qualified investors.

Options & derivatives strategies Wealth management Private / alternative investments
user avatar

Thomas N

Series 63, Series 65

Novi, MI

NFI Advisors, Inc.

Thomas Norris is a financial advisor with NFI Advisors, Inc. in Novi, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with NFI Advisors since 2004 and is also the owner and president of Norris Financial, an accounting and tax consulting firm. NFI Advisors is a small registered investment adviser that provides discretionary portfolio management and assists in selecting other advisers for individuals, trusts, estates, and a private investment fund. The firm manages both retail accounts and private pooled investment vehicles, focusing on suitability-driven, discretionary management using model portfolios, laddered U.S. Treasury bonds, option writing, and a hedging program for accredited investors.

Options & derivatives strategies Wealth management Private / alternative investments
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