Nathaniel Moore
Nathaniel Moore is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Fresno, CA, with 27 years of industry experience. Nathaniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B 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 $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
6780 N. West Ave., Suite 101A, Fresno, CA, 93711
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Nathaniel is the President of Agape Planning Partners, Inc. involved in securities, financial planning, and insurance sales, dedicating full-time hours to this. He also serves as President of NLM Insurance Agency, focusing on fixed insurance sales, and spends a few hours per week on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations25 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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