NB
CFA
NB
CFA

Nathanael Brayton

30 Years of Experience
Boston, MA
1 Disclosure

Nathanael Brayton is a CFA-designated registered investment advisor at Nathanael R. Brayton, CFA, based in Boston, MA, with 30 years of industry experience. Nathanael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 21 clients with $91M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$91.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M0.90%
$1.5M - $3.0M0.60%
$3.0M - $10.0M0.50%
$10M+0.50%

Fees negotiable above $10 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Federal Street, Suite #1900, Boston, MA, 02110-1804

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History

Regulatory History (1)
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Regulatory
April 2018
Final
Other Business Activities

Nathanael is a non-management director at Nye Synthetic Lubricants, a specialty chemicals company, since 2001. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Nathanael R. Brayton, CFA
January 1996 - Present · 30 yrs 4 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.