Nathan Faerber
Nathan Faerber is a CFP-designated registered investment advisor at Trajan Wealth, L.L.C., based in Gilbert, AZ, with 21 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,955 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trajan Wealth charges a percentage of your portfolio each year. The highest fee is generally 1.75%, but in limited circumstances, it could be up to 2.00%. The fees are deducted from your account either monthly or quarterly. The specific fee and billing schedule will be detailed in your investment advisory agreement.
Location
3303 Baseline Road, Suite 101, Gilbert, AZ, 85234
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Other Business ActivitiesSells Insurance
Nathan is an insurance agent in Arizona since 2021, selling various insurance products. This takes minimal time.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Tmd & Associates, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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.