Nationwide Fund Advisors
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Overview
Nationwide Fund Advisors operates as an advisory firm based in Columbus, Ohio. The company handles $72.0 billion in assets under management throughout 134 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). The firm has a large group, including 20 financial advisors. Nationwide Fund Advisors is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, stocks and options.
Nationwide Fund Advisors administers all of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without requiring the client's authorization. The company's average account size is $537.2 million. The average financial advisor at Nationwide Fund Advisors oversees about seven client accounts, making it one of the more personalized financial advisor firms in the country.
The company's central office is at 10 West Nationwide Blvd, Columbus, Ohio 43215.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nationwide Fund Advisors by the Numbers
$72.0 billion
133
134
$537.2 million
Products and Services
Nationwide Fund Advisors offers a number of services, which can consist of portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Nationwide Fund Advisors is not involved in selling products or offering services other than investment advisory services to its investment advisory clients. The company is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by the firm typically consist of the following fee type: asset-based. Nationwide Fund Advisors does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Nationwide Fund Advisors works with investment companies and pooled investment vehicles. Out of its 134 accounts, Nationwide Fund Advisors's biggest client by number of accounts is investment companies. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Nationwide Fund Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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