Nathaniel Lane is a registered investment advisor at Clearpath Capital Partners LLC, based in Menlo Park, CA, with 38 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 62 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees are negotiable depending on a client’s assets and needs for our specific services. Clients with an inception date before these schedules were adopted may pay a different fee than shown above.
Fee Estimator
Location
Menlo Park, CA
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Regulatory History (1)
Customer Dispute
February 1994Other Business Activities
Nathaniel is a member of ClearPath Opportunities Fund, LLC, an investment-related pooled investment vehicle, since June 2021. He spends minimal time in this capacity.
Employment History
Current Registrations
Clearpath Capital Partners LLC
Previous Registrations
Hotovec Pomeranz & CO., INC.Broker
Corporate Securities Group, INC.Broker
Ridgeway Helms Securities CorporationBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.