Nathaniel Lovell is a CFA-designated registered investment advisor at Santander Securities, based in Boston, MA, with 25 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11,124 clients with $3.1B 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 $50K | 1.30% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.08% |
| $5.0M - $10.0M | 1.03% |
| $10M+ | 0.94% |
Rates shown are the primary Fund Strategist Programs Standard Rate schedule. Other programs such as Separately Managed Accounts and Unified Managed Accounts have separate fee schedules ranging from 0.70% to 1.40%. Fees may be negotiated on a case-by-case basis. Manager fees (0.15% to 1.00%) are charged separately.
Fee Estimator
Location
Boston, MA
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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
Nathaniel is a partner in Altarox LLC and owns rental property since 2015. He also provides sports consulting and management services, and coordinates rules and refereeing for Massachusetts Squash, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Santander Securities LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Avian Securities, LLCBroker
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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