Nathan Lundquist
Nathan Lundquist is a CFP-designated registered investment advisor at Elevated Asset Management LLC, based in Jackson, WY, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 121 clients with $39M 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 $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $8.0M | 1.00% |
| $8M+ | 0.90% |
The annual fee may be negotiable. For accounts held at AFS, the fee is 1% annually.
Fee Estimator
Location
680 S Cache St, Suite 100, Jackson, WY, 83001
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Nathan is an independent insurance agent in Jackson, WY, selling fixed insurance products since 2017. This activity takes about 10% of his time.
Employment History
Current Registrations
Elevated Asset Management LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Primevest Financial Services, INC.Broker
State Registrations5 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.