ND
CFP
ND
CFP

Nathan Dierking

23 Years of Experience
Atlanta, GA
Broker

Nathan Dierking is a CFP-designated registered investment advisor at Invesco Advisers, INC., based in Atlanta, GA, with 23 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 82,498 clients with $750B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
194 advisors
Number of Clients
82,498 clients
Average Client Portfolio
$9.1M average
Assets Under Management
$749.5B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee ranges vary significantly by investment strategy and program type, generally spanning from 0.01% to 1.50% for separate accounts and 0.00% to 0.75% for wrap programs. Fees are negotiable in certain circumstances.

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

1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathan is an assistant coach for the Tony Delk Basketball Academy, a youth basketball program, dedicating a few hours per week. He is also a minority owner of USL Les Bois LLC, a minor league soccer team, spending minimal time consulting with the team's ownership.

Employment History
Current Registrations
Invesco Advisers, INC.
December 2010 - Present · 15 yrs 10 mos
Invesco Distributors, INC.Broker
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
Van Kampen Funds INC.Broker
January 2004 - June 2010 · 6 yrs 5 mos
Abn Amro Financial Services, INC.
September 2003 - January 2004 · 4 mos
Abn Amro Financial Services, INC.Broker
August 2003 - January 2004 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
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