Nathan Lovelle is a CFA-designated registered investment advisor at Council Oak Wealth Advisors, based in Tulsa, OK, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 378 clients with $530M 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 | 2.00% |
Annual fees range between 0.50% and 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
8801 S. Yale Avenue, Suite 420, Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nathan is a member of JNP, LLC, involved in real estate rental properties since 2012. He is also a partner in Lovelle Properties LLC, holding private investments, and a managing member of Shelter Me, LLC, a company set up for tax purposes, dedicating minimal time to the latter.
Employment History
Current Registrations
Council Oak Wealth Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.
Exams
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