Nathan Krampe
Nathan Krampe is a CFP-designated registered investment advisor at Lions Wealth Management, based in St Louis Park, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 120 clients with $80M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
Some clients may be charged a fixed fee, but it will not exceed the percentage-based fee schedule. For clients utilizing a Sub-Advisor for asset management services, the total fee stated above will not include the Sub-Advisor’s fee.
Fee Estimator
Location
1600 Utica Avenue South, Suite 900, St Louis Park, MN, 55416
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 is a notary public since 2015, dedicating minimal time to this activity. Since 2019, Nathan also sells insurance products, dedicating a few hours per week during securities trading.
Employment History
Current Registrations
Lions Wealth Management
Previous Registrations
Summit Investment Advisory Services
LPL Financial LLC
LPL Financial LLCBroker
Woodbury 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.