Nathaniel Jones
Nathaniel Jones is a registered investment advisor at Hilton Head Financial Advisors, INC., based in Hilton Head, SC, with 18 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 172 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiated on assets above $2,000,000. A different fee schedule for the fixed income component may be negotiated.
Fee Estimator
Location
3600 Main Street, Suite 200, Hilton Head, SC, 29926
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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 →Other Business Activities
Nathaniel pays bills for a property regime where his office building is located, managing four office units since 2007. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Hilton Head Financial Advisors, INC.
State Registrations1 state
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