Nathan Fiser
Nathan Fiser is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Lenexa, KS, with 22 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
13550 W 95th St., Lenexa, KS, 66227
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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
Nathan is a partner at FISER Group, P.A. involved in tax preparation, healthcare consulting, and insurance, and also works as an insurance agent selling life, disability, and long-term care insurance, dedicating a few hours per week to each. He also serves as a passive investor in a family-owned bank and as a board member for both the International Essential Tremor Foundation and the Shawnee Chamber of Commerce.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.