NP
NP

Nathan Pritchard

19 Years of Experience
Asheville, NC

Nathan Pritchard is a registered investment advisor at One Under Wealth Management, LLC, based in Asheville, NC, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$15.6M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10M+0.35%

Fees may be negotiable. Savant Wealth Management’s fees are included in Advisor’s total fees.

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

Location

Asheville, NC

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
One Under Wealth Management, LLC
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Bam Advisor Services, LLC
March 2011 - October 2014 · 3 yrs 7 mos
Capital Directions LLC
November 2006 - April 2023 · 16 yrs 5 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.