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Updated September 28, 2026. Quick answer: Nationwide Investment Advisors’ own Form ADV Part 2A brochure states this plainly: “There is no minimum asset value or account size for participation in any advisory program offered by NIA,” which includes the ProAccount retirement-plan managed-account service this page’s own fee figures address.
The minimum, in the firm’s own words
Nationwide Investment Advisors’ own Form ADV Part 2A brochure states this plainly: “There is no minimum asset value or account size for participation in any advisory program offered by NIA,” which includes the ProAccount retirement-plan managed-account service this page’s own fee figures address.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Nationwide ProAccount managed account service | No minimum account size for any NIA advisory program (stated directly) | Varies with account size | N/A (no minimum exists to waive) |
| Source: Form ADV Part 2A, March 30, 2026 | |||
Nationwide Investment Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Nationwide Investment Advisors’ own published fee schedule runs up to $5,000 a year (the published maximum); see the full dollar breakdown from Nationwide Investment Advisors’ own fee disclosure across several account sizes. Read our full review of Nationwide Investment Advisors before you decide.
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- Form ADV Part 2A (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044916
- SEC Investment Adviser Public Disclosure, Nationwide Investment Advisors, LLC (CRD #142373): https://adviserinfo.sec.gov/firm/summary/142373
- Nationwide Investment Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/142373/PDF/142373.pdf
Methodology. This page was built September 28, 2026, quoting directly from Nationwide Investment Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.