Nathan Ostertag
Nathan Ostertag is a registered investment advisor at Aegis Investment Management, LLC, based in Red Wing, MN, with 23 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 25 clients with $12M 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 $250K | 1.15% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees are negotiable for accounts above $2,000,000.
Fee Estimator
Location
406 Main Street, Ste B, Red Wing, MN, 55066
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is a licensed insurance agent.
Employment History
Current Registrations
Aegis Investment Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Usallianz Securities, INC.Broker
AXA Advisors, LLCBroker
Gerard Asset Management, LTD.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Painewebber IncorporatedBroker
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.