Nathanial Parker is a registered investment advisor at Rik Saylor Financial, INC., based in Fairfield, OH, with 13 years of industry experience. Nathanial 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 387 clients with $180M 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 $50K | 1.75% |
| $50K - $100K | 1.75% |
| $100K - $300K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Some legacy clients may be charged under a different fee schedule.
Fee Estimator
Location
1241 Nilles Road, Fairfield, OH, 45014
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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
Nathanial is a notary public since October 2024, dedicating minimal time to this activity.
Employment History
Current Registrations
Rik Saylor Financial, INC.
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLCBroker
National Planning CorporationBroker
Ameriprise Financial Services, INC.Broker
Pruco Securities, LLC.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.