NC
CFP
NC
CFP

Nathaniel Phillip Carswell

18 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
636 clients
Average Client Portfolio
$102K average
Assets Under Management
$65.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.5M2.00%
$2.5M - $5.0M1.75%
$5.0M - $10.0M1.50%
$10M+1.50%

Fees negotiable for accounts over $10,000,001.

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

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128

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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
Forthright Capital Advisory
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Triad Financial Advisors, INC.
September 2018 - December 2023 · 5 yrs 3 mos
Morton Wealth Management LLC
November 2013 - December 2018 · 5 yrs 1 mo
Thrivent Investment Management INC.
March 2009 - October 2013 · 4 yrs 7 mos
First Command Financial Planning, INC.
July 2007 - March 2009 · 1 yr 8 mos
Edward Jones
February 2007 - April 2007 · 2 mos
State Registrations5 states
NCNJNYPARI
Advisor
Exams
No exam information available for this advisor.