Steven Nauta
Steven Nauta is a registered investment advisor at Global Retirement Partners LLC, based in Grandville, MI, with 2 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
3055 44th Street, Grandville, MI, 49418
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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 ActivitiesSells Insurance
Steven owns U.S. Capital Management, LLC, where he sells fixed insurance products, dedicating nearly full-time hours to this. He is also an independent sales representative for Humana, selling Medicare Advantage and prescription drug plans, dedicating about 10-20% of his time.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Allegiant Asset Management L.L.C.
State Registrations1 state
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