Nathan Oltmans
Nathan Oltmans is a CFP-designated registered investment advisor at Strategic Blueprint, LLC, based in Raleigh, NC, with 18 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B 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 | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
2301 Stonehenge Drive, Suite 210, Raleigh, NC, 27615
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 partner at Cornerstone Wealth Management, LLC, spending nearly full-time as a client advisor. He is also an agent at Tucker Insurance Services, referring clients for fixed life insurance needs, dedicating minimal time. Additionally, Nathan is an investment adviser representative at Strategic Blueprint, LLC, spending nearly full-time providing financial advice.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
The Strategic Financial Alliance
State Registrations10 states
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