Nathaniel Siens is a registered investment advisor at J.P. Morgan Securities LLC, based in Charlotte, NC, with 11 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
4350 Congress Street, Floor 01, Charlotte, NC, 28209
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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 Activities
Nathaniel works for Lifetime Fitness stringing tennis rackets for members. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.Broker
Great Lakes & Atlantic Wealth Management and Advisory Partners
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations53 states
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