Nathan Slyh
Nathan Slyh is a CFP-designated registered investment advisor at Advisory Services Network, based in Lexington, KY, with 18 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
444 East Main Street, Suite 202, Lexington, KY, 40507
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 owns Acuity Risk Management, an affiliated insurance company, dedicating about a quarter of his time. He is also a member of Sagacity Holdings, LLC, spending minimal time, and owns Slyh Financial Services, dedicating about a quarter of his time.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Acuity Wealth Management Advisors
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
PNC Investments
PNC InvestmentsBroker
MML Investors Services, INC.Broker
State Registrations2 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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