Nathan Sanders
Nathan Sanders is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Greenwood, SC, with 28 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
201B Towers Drive, Suite B, Greenwood, SC, 29649
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.