Nathan Sanders
Nathan Sanders is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Piedmont, SC, with 28 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
104-B Commons Blvd, Piedmont, SC, 29673
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2006Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Nathan is involved in several outside business activities, including writing for HuffPost, acting/modeling, selling fixed insurance products as an independent agent, and owning Sanders Wealth Management. He also owns Evergreen Business Properties LLC, Greentree Wealth Management LLC (taking nearly full-time), Cultured Ruffian, and presents financial wellness sessions for My Secure Advantage.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations33 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.