Top financial advisors in Commack, NY
We’ve curated a list of the best financial advisors in Commack, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$35,914,985
Number of advisors
5 advisors
| $35,914,985 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Commack, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Commack. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Network Investment Advisors Incorporated
Network Investment Advisors, Inc. is a financial advisory firm based in Commack, NY, with a CRD number of 290927. Established in 2004, the firm specializes in wrap fee programs, offering portfolio management services to individuals and high-net-worth clients. Clients can participate in the wrap fee program, where all transaction fees are covered by the advisory fee collected. The fee schedule ranges from 1.60% to 2.50% based on total assets under management, with fees withdrawn quarterly in advance. NIA's investment strategies include cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis. The firm uses long-term trading to capture market rates of return and risk. Clients have the option to impose restrictions on investments based on personal values or beliefs. NIA acts as the sole portfolio manager for the wrap fee program, providing tailored services based on individual client goals, risk tolerance, and time horizon. The firm does not accept performance-based fees and discloses potential risks associated with various investment types, such as mutual funds, ETFs, real estate funds, annuities, and venture capital funds. NIA maintains a Code of Ethics and provides regular client reports, ensuring transparency and compliance with regulatory standards. Clients have the flexibility to terminate contracts with a written notice period.
$35,914,985 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Commack, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Commack. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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