Nathan Law
Nathan Law is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Needham, MA, with 17 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
197 First Avenue, Suite 350, Needham, MA, 02494
Get directionsHistory
Regulatory History (3)
Financial
June 2021Financial
September 2020Financial
June 2019Other Business ActivitiesSells Insurance
Nathan sells fixed insurance products, including life, annuities, disability, and long-term care insurance, dedicating minimal time. He also owns/manages Invest 365 LLC, PNC Holding LLC (real estate), and co-owns Wells Financial Partners, LLC, all of which take minimal time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Lincoln Financial Securities CorporationBroker
State Registrations8 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.