Nathan Dagley
Nathan Dagley is a registered investment advisor at Encompass Advisory Services, LLC, based in Katy, TX, with 14 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 433 clients with $120M 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 $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $499K | 1.50% |
| $499K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
Fee Estimator
Location
23114 Seven Meadows Parkway, Katy, TX, 77494
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2016Other Business ActivitiesSells Insurance
Nathan is the President of Dagley Insurance Agency LLC, spending nearly full-time on insurance sales, and is also involved with Katy United LLC as a manager. Additionally, Nathan has ownership or partnership roles in several other businesses including real estate, construction, telematics, and equipment leasing, dedicating minimal time to each.
Employment History
Current Registrations
Encompass Advisory Services, LLC
Previous Registrations
Nationwide Securities, 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.