Nathan Whitson is a registered investment advisor at Maner Wealth, based in Lansing, MI, with 20 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 492 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.15% to 1.5% annually, subject to a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Location
2425 E. Grand River Ave. Ste. 1, Lansing, MI, 48912
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
Nathan is an insurance agent, spending minimal time on insurance sales. He also owns and manages rental properties.
Employment History
Current Registrations
Maner Wealth
Previous Registrations
Triad Advisors LLCBroker
Michigan Money Management Advisers, LLC
Invest Financial Corporation
Invest Financial 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.
Exams
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