Nathaniel Klitzing
Nathaniel Klitzing is a CFP-designated registered investment advisor at Cambridge Capital Management, LLC, based in O'Fallon, IL, with 20 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. 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% |
Employer-sponsored retirement plan assets are charged at 0.40%. Fees are negotiable.
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.
Exams
More Advisors
- Samuel Hopkins, CFPCambridge Capital Management, LLC
- Matthew Hawk, CFPCambridge Capital Management, LLC
- Dalton Powers, CFPCambridge Capital Management, LLC
- Ryan Powers, CFPKrilogy
- Jason Baldus, CFPVisionary Wealth Advisors, LLC
- Ryan Brown, CFPEquitable Advisors, LLC