Nbs Financial Services, Inc.

NBS Financial Services, Inc. is a registered investment advisor based in Westlake Village, CA, established in May 1984. The firm specializes in retirement planning, offering tailored advisory services to develop and implement long-term investment strategies customized to individual goals. Services include financial planning and asset management through an Asset Allocation and Portfolio Management Program. The firm focuses on advising clients on a range of investments, including mutual funds, stocks, bonds, and other securities, while avoiding certain types of investments like commodities and hedge funds. NBS Financial Services, Inc. does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The minimum investment recommended for the Asset Allocation and Portfolio Management Program is $250,000. Fees for services are calculated as a percentage of assets under management, with a tiered fee structure based on the account value. The firm uses various methods of analysis, including fundamental and technical analysis, to formulate investment strategies aimed at maximizing returns within acceptable risk levels. Clients have the option to grant discretionary trading authority, allowing the firm to make investment decisions on their behalf. NBS Financial Services, Inc. does not vote proxies on behalf of clients unless specifically authorized. The firm does not have any disciplinary events and maintains policies to handle trade errors in the best interest of clients. Additionally, the firm does not require prepayment of fees exceeding $1200 per client, six months in advance. For more detailed information, clients can contact the firm directly.