Jeffrey Nash
Jeffrey Nash is a registered investment advisor at Gradient Advisors, LLC, based in Atlanta, GA, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
1870 the Exchange, Suite 200, Atlanta, GA, 30339
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Regulatory History (1)
Financial
March 2018Other Business ActivitiesSells Insurance
Jeffrey owns Strategy First Advisory Services, providing financial and retirement planning. He also sells insurance through Strategy First Financial, dedicating about 10-20% of his time, and is an agent for Estate Guru, focusing on wills and trusts. Finally, Jeffrey works as a notary public, spending minimal time on this activity.
Employment History
Current Registrations
Gradient Advisors, LLC
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.