Nathan Edwards
Nathan Edwards is a CFA, CFP-designated registered investment advisor at Img Wealth Management, INC., based in Jacksonville, FL, with 14 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 710 clients with $210M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
IMG's annual fee may be negotiable based on a number of factors. When using Sub-Advisors, the Client will pay additional fees up to 0.75% annually.
Fee Estimator
Location
8771 Perimeter Park Ct., Suite 102, Jacksonville, FL, 32216
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 works as an independent agent for Edwards Retirement Planning, providing financial and insurance sales and services, dedicating about 10-20% of his time. He also works as an expert consultant for JustAnswer LLC, answering general finance and Social Security questions, dedicating about a quarter of his time.
Employment History
Current Registrations
Img Wealth Management, INC.
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
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.