Nathan White
Nathan White is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in East Peoria, IL, with 24 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B 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 $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Location
235 Everett St, East Peoria, IL, 61611
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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
Nathan works as a financial consultant at John Graham and Associates since 2001. This is an investment-related activity and takes nearly full-time hours.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLC
Midwestern Securities Trading Company, LLCBroker
Previous Registrations
Midwestern Securities Trading Co.,llc
State Registrations18 states
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