Nathan Gaherty
Nathan Gaherty is a CFP, ChFC-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Minneapolis, MN, with 19 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
7825 Washington Ave. S., 5th Floor, Minneapolis, MN, 55439
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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 →Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward JonesBroker
Edward Jones
The Mather Group, LLC
Optionsxpress, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations18 states
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