Nathaniel Barton
Nathaniel Barton is a registered investment advisor at Simplicity Wealth, based in Portsmouth, NH, with 16 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
1 New Hampshire Ave, Suite 125, Portsmouth, NH, 03810
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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 ActivitiesSells Insurance
Nathaniel is a Sr. Planning Associate at Simplicity Group, an insurance marketing organization, since 2016, and at Guardian Wealth Management, a financial services firm, since 2021. He spends about half of his time on each role, providing case illustration and product support for Simplicity Group, and client financial strategies support for Guardian Wealth Management.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Brownstone Financial Group LLC
Brookstone Capital Management LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Gwfs Equities, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Transamerica Capital, INC.Broker
Jackson National Life Distributors LLCBroker
Vantage Securities, INC.Broker
Capital Brokerage CorporationBroker
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.