Nathan Billeter
Nathan Billeter is a registered investment advisor at Simple Financial, LLC, based in West Jordan, UT, with 11 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by portfolio type: Strategic Portfolios charge 2.0%, Tactical Portfolios charge 1.8%, Allocation & Defined Outcome Portfolios charge 1.7%, and Preservation Portfolios charge 1.0%. Simple Financial's portion of the fee is negotiable.
Fee Estimator
Location
6671 S Redwood Road, Suite 200, West Jordan, UT, 84084
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Nathan is a field manager for Legacy Insurance and Financial Services/American Senior Benefits, focusing on insurance and financial services for seniors. He also manages Billeter Enterprises, LLC for tax and liability purposes, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Simple Financial, LLC
Previous Registrations
Gradient Advisors, LLC
Capital Analysts
Lincoln Investment
Legacy Wealth Management, LLC
Avellino Financial Advisors, INC.
Forest Securities,inc.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial 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.
Exams
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