Nathan O'bryant
Nathan O'bryant is a registered investment advisor at O'bryant & Associates, INC., based in Jackson, TN, 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 Financial Planning & Coaching.
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 | 0.99% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees are for clients referred to Efficient Advisors, LLC. Fees are negotiable. Accounts on the AssetMark Platform are assessed a total Account Fee, which includes O’Bryant & Associates’s fee, a platform fee (up to 0.20%), and an Investment Manager Fee.
Fee Estimator
Location
1030 Greystone Square, Jackson, TN, 38305
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 the owner, president, and insurance agent for O'Bryant and Associates, selling life and health insurance since 2003. This takes a few hours per week.
Employment History
Current Registrations
O'bryant & Associates, INC.
Previous Registrations
Brookstone Capital Management LLC
State Registrations3 states
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.