Nathaniel Hahn
Nathaniel Hahn is a CFP-designated registered investment advisor at Brown, Lisle/cummings, INC, based in Providence, RI, with 22 years of industry experience. Nathaniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 238 clients with $490M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable based on various factors. Certain legacy clients may be subject to different fee arrangements.
Fee Estimator
Location
56 Exchange Terrace Suite 300, Providence, RI, 02903-1772
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 ActivitiesSells Insurance
Nathaniel operates Tamagni Wealth Advisors as a DBA for his LPL business, dedicating about half of his time to it. He also provides financial planning and consulting services through Northeast Planning Associates, Inc., spending a few hours per week on this activity, and sells non-variable insurance products, dedicating minimal time to it. Finally, Nathaniel is a food vendor, spending a few hours per week on this activity.
Employment History
Current Registrations
Brown, Lisle/cummings, INC
Brown, Lisle/cummings, INC.Broker
Previous Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
The Patriot Financial Group, LLC
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations9 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
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