NH
CFP
NH
CFP

Nathanael Hahm

12 Years of Experience
Omaha, NE

Nathanael Hahm is a CFP-designated registered investment advisor at Avior Wealth Management, LLC, based in Omaha, NE, with 12 years of industry experience. Nathanael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
4,894 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.

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

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Avior Wealth Management, LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Lifestage Wealth Management LLC
November 2013 - October 2021 · 7 yrs 11 mos
State Registrations4 states
MNNETXWI
Advisor

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Exams
No exam information available for this advisor.
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