NF
NF

Nathan Fichter

25 Years of Experience
Elk Horn, NE
1 DisclosureSells Insurance

Nathan Fichter is a registered investment advisor at RIA Advisory Group, LLC, based in Elk Horn, NE, with 25 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,996 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
1,996 clients
Average Client Portfolio
$285K average
Assets Under Management
$568.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum allowable annual fee is 2%, using a tiered schedule where the rate applies to all managed assets. Fees are negotiable and paid monthly or quarterly in arrears.

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

Elk Horn, NE

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History

Regulatory History (1)
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Customer Dispute
September 2007
Settled
Other Business ActivitiesSells Insurance

Nathan owns American Senior Benefits, an insurance business, and spends a few hours per week on insurance sales, including life insurance. He also owns RNR Legacy LLC, The Hills Inc, F & N Legacy LLC, Living Waters RE LLC, and Shine Express Wash LLC, which are related to real estate and a car wash.

Employment History
Current Registrations
RIA Advisory Group, LLC
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Visionpoint Advisory Group
December 2016 - December 2020 · 4 yrs
LPL Financial LLCBroker
December 2016 - December 2020 · 4 yrs
Questar Asset Management, INC.
March 2016 - December 2016 · 9 mos
Questar Capital CorporationBroker
January 2012 - December 2016 · 4 yrs 11 mos
The Leaders Group, INC.Broker
August 2009 - December 2011 · 2 yrs 4 mos
Lincoln Financial Securities CorporationBroker
November 2008 - August 2009 · 9 mos
Princor Financial Services CorporationBroker
July 2001 - November 2008 · 7 yrs 4 mos
State Registrations2 states
NETX
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.