Nathan Wallace is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hayden, ID, with 21 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
13403 N Government Way Ste 201, Suite 201, Hayden, ID, 83835
Get directionsHistory
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 →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln InvestmentBroker
Legend Equities CorporationBroker
Kms Financial Services, INC.Broker
Scf Securities, INC.Broker
Centaurus Financial, INC.Broker
Nylife Securities LLCBroker
State Registrations7 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.
Exams
More Advisors
- Charles Alberton, CFASandro Wealth Management LLC
- Michael Dunlap, CFPLegacy Wealth Management, LLC
- Nannette Foster, ChFCState Farm Investment Management CORP.
- John Adams, CFPCentaurus Financial, INC.
- Brett Robbins, CFPEdward Jones
- Lawrence Lee, CFPCentaurus Financial, INC.