Clear, disclosed fees.
We are a fee-based fiduciary. Our current fees are below. They are negotiable, and every fee is agreed in writing before work begins.
Nashional Investments · Updated October 2026
| Service | Fee | How it is billed |
|---|---|---|
| Portfolio management, first $499,999 | 0.75% a year | Monthly in arrears on the average daily balance of the household |
| Portfolio management, $500,000 and above | 0.50% a year | Monthly in arrears on the average daily balance of the household |
| Structured notes and non-traded REITs | 1.00% a year | Quarterly on fair market value |
| Alternative assets: DSTs, Opportunity Zone funds, energy programs, private funds | Flat fee by investment size | One-time, under our Alternative Assets Services and Fees Agreement, which we share before you engage us. Covers due diligence, research, meetings and closing support. |
| Group and employer retirement plans | 0.25% a year | Quarterly in arrears on the account value at quarter end |
| Hourly financial advice | $475 an hour | Invoiced as services are performed |
| Insurance recommendations | No advisory fee | Insurance is offered only through our affiliate, Nashional Insurance, which is paid by the insurance carrier. How this works |
Custodian, brokerage and fund expenses are paid separately. Accounts we do not manage directly, such as outside 401(k), 403(b), 457, 529, TSP and HSA accounts, are not charged our asset-based fee. Full details are in our Form ADV Part 2A.
Conflicts we disclose
Our advisers are licensed insurance agents, and the firm is affiliated with a tax planning firm, a loan advisory firm and a futures firm. Jeff Nash is also a licensed mortgage loan officer. These affiliates can earn compensation if you use them, and you are never required to. Affiliated companies and disclosures.
Fee-based means we charge advisory fees and affiliated persons may earn commissions on some products, such as insurance. We disclose every one.
Questions about fees?
We will walk you through exactly what you would pay before you sign anything.