Nathan Wilson
Nathan Wilson is a registered investment advisor at Compass Financial Management LLC, based in Laramie, WY, with 27 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $520M 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 | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Location
2024 E. Binford St., Room 733-B, Laramie, WY, 82072
Get directionsHistory
Regulatory History (3)
Regulatory
February 2023Customer Dispute
October 2019Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Nathan is the Managing Partner and Owner of Fighting for Main Street, LLC, a corporate insurance agency offering annuities, life insurance, and long-term care insurance, dedicating a few hours per week. He also hosts content for Independence Money Show, LLC, a subscription-based educational service, spending a few hours per week.
Employment History
Current Registrations
Compass Financial Management LLC
Previous Registrations
Guidespring Wealth Strategies, LLC
Eplanning Advisors INC
Eplanning Securities, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Gwn Securities INC.
Gwn Securities INC.Broker
Pmg Asset Management INC
Pmg Securities CorporationBroker
Institutional Securities CorporationBroker
UBS Painewebber INC.Broker
UBS Painewebber INC.
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.