Nathan Rydalch
Nathan Rydalch is a registered investment advisor at Cooper Norman Wealth, LLC, based in Idaho Falls, ID, 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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees above $20,000,000 are negotiable.
Fee Estimator
Location
1000 Riverwalk Drive, Suite 100, Idaho Falls, ID, 83402
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Nathan works as a financial advisor for Idaho Central Wealth Management and as an IAR for PFG Advisors, dedicating nearly full-time hours to each. He also works as an insurance agent selling fixed life insurance products and is a partner in N2 Investments LLP, a real estate investment partnership, dedicating minimal time to each.
Employment History
Current Registrations
Cooper Norman Wealth, LLC
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Pfg Advisors
Securities America, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Signator Financial Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Beneficial Investment Services, INC.Broker
Equity Services, INC.Broker
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.