Nathan Badowski
Nathan Badowski is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Hunt Valley, MD, with 19 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
303 International Circle, Suite 130, Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (5)
Judgment / Lien
February 2022Customer Dispute
August 2019Regulatory
February 2018Regulatory
September 2017Employment Separation After Allegations
April 2017Other Business Activities
Nathan operates Winters Run Financial Planning as a DBA for his LPL business. This activity, which is investment-related, takes up his full-time work hours.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Eagle Strategies LLC
Nylife Securities LLCBroker
Mony Securities CorporationBroker
State Registrations13 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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