Nathaniel Klitzing
Nathaniel Klitzing is a CFP-designated registered investment advisor at Cambridge Capital Management, LLC, based in O'Fallon, IL, with 19 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 346 clients with $460M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees are negotiable based on certain criteria. Discounts may be offered to family members. For investment management services on assets held at an employer sponsored retirement plan CCM charges an annual fee of 0.40%.
Fee Estimator
Location
781 Sunset Blvd, Suite 100, O'Fallon, IL, 62269
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 →Other Business Activities
Nathaniel is a member of Cambridge Real Estate Holdings, LLC, a commercial real estate holding company, since 2018. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cambridge Capital Management, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations3 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.