Nathan Kosman
Nathan Kosman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
7430 Jager Ct., Cincinnati, OH, 45230
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 the president of The Rosselot Financial Group and an independent insurance agent. He is also involved with CIRA as an advisory representative and has ownership in several LLCs related to real estate and business ventures, dedicating about 10-20% of his time to Stothman Wealth Care.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
The Rosselot Financial Group, INC.
Mutual Service CorporationBroker
The O.N. Equity Sales CompanyBroker
State Registrations51 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.