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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
1870 the Exchange, Suite 200, Atlanta, GA, 30339
Get directionsHistory
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.
Exams
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