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Nathan Barington

17 Years of Experience
Green Bay, WI

Nathan Barington is a registered investment advisor at Barington Capital Management, LLC, based in Green Bay, WI, with 17 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 29 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$47.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $2.0M0.95%
$2.0M - $3.0M0.75%
$3.0M - $5.0M0.60%
$5M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

926 Willard Dr., Suite 222, Green Bay, WI, 54304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Barington Capital Management, LLC
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Vestura, LLC
July 2008 - April 2016 · 7 yrs 9 mos
State Registrations2 states
MNWI
Advisor

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
No exam information available for this advisor.
Nathan Barington - Financial Advisor | TrueAdvisor