Nathan Ricks is a CFP-designated registered investment advisor at Financial Freedom for Dentists LLC, based in Snoqualmie, WA, with 24 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 149 clients with $140M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
The annual fee may be negotiable for current employees or immediate family members of FFD. Accounts within the same household or business may be combined for a reduced fee, with the exception of clients who have investments within the Pooled Employer Plan (PEP).
Fee Estimator
Contact
Nathan Ricks
Location
34627 SE Swenson Dr., Suite 100, Snoqualmie, WA, 98065
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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 →Employment History
Current Registrations
Financial Freedom for Dentists LLC
Previous Registrations
Dental Wealth Advisors, LLC
Mercer Global Advisors INC.
Mercer Advisors
State Registrations1 state
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