Nathan Frederico
Nathan Frederico is a registered investment advisor at Agave Wealth Advisors, based in Tucson, AZ, with 14 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 135 clients with $31M 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 $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable for amounts over $2,000,000. Existing clients may be under a previous fee schedule that may result in lower fees.
Fee Estimator
Location
4775 E Camp Lowell Dr, Tucson, AZ, 85712
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 sole owner and president of Mayfield Financial & Estate Protection Services, Inc, an insurance agency. He dedicates about half of his time to managing the firm's insurance activities.
Employment History
Current Registrations
Agave Wealth Advisors
Previous Registrations
Sego Capital Management LLC
Jamestown Wealth Management LLC
Premier Capital Management INC
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.