Nathan Chatman
Nathan Chatman is a registered investment advisor at Wealthkare.com, INC., based in Mount Union, PA, with 24 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 738 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthKare offers investment management services where fees are based on a percentage of the assets managed. The annual fee is negotiable, but will not exceed 2.25%. The fee is paid quarterly, in advance. WealthKare also participates in Altruist LLC’s Model Marketplace, which charges an additional annual fee of up to 0.18%.
Location
11898 Arrowhead Way, Mount Union, PA, 17066
Get directionsHistory
Regulatory History (1)
Criminal
March 1997Other Business ActivitiesSells Insurance
Nathan works as a realtor for Colony Realty Group, Ltd since 2012, spending less than half his time on this activity. He is also an insurance agent since 2019, dedicating minimal time to this role.
Employment History
Current Registrations
Wealthkare.com, INC.
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.