Nathan Serven is a CFP, ChFC-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Austin, TX, with 17 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.
Fee Estimator
Location
807 Las Cimas Pkwy, Bldg 2, Suite 275, Austin, TX, 78746
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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
Nathan owns Serven Consulting, LLC, where he helps business owners develop and implement strategies to increase the value of their business, dedicating minimal time. He is also a limited partner in Barasingha LLC, an entity to invest in cryptocurrencies, but spends no time on this activity.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations13 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.
Exams
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