Jeffery Nauta
Jeffery Nauta is a CFA, CFP-designated registered investment advisor at Henrickson Nauta Wealth Advisors, INC., based in Belmont, MI, with 22 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 554 clients with $1B 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 $500K | 1.85% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Fees may be negotiable at the sole discretion of the firm.
Fee Estimator
Location
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI, 49306
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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 Activities
Jeffery is a registered representative of Triad through Henrickson Nauta Wealth Advisors Inc. since 2010. This takes about half of his time.
Employment History
Current Registrations
Henrickson Nauta Wealth Advisors, INC.
Previous Registrations
Vision Capital Partners, INC.
Triad Advisors LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
The Masters
Vsr Financial Services, INC.Broker
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.
Exams
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