Nathaniel Donohue is a CFP-designated registered investment advisor at Valence Wealth, based in Scottsdale, AZ, with 14 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Valence Wealth manages your investment portfolio as part of its wealth management services, charging a flat annual fee rather than a percentage of your portfolio. The fee is based on the complexity of your financial situation and is split into three tiers:
- Tier One — $10,000 per year
- Tier Two — $15,000 per year
- Tier Three — $25,000 per year
These fees are billed quarterly in advance ($2,500, $3,750, or $6,250 per quarter, depending on your tier). The specific tier you pay depends on factors like stock compensation, multi-state taxes, business ownership, or estate planning needs, not on how much money you invest.
Location
20551 N. Pima Road, Suite 200, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Employment History
Current Registrations
Valence Wealth
Previous Registrations
Consilio Wealth Advisors, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
More Advisors
- Dylan Duniho, CFPStrategic Advisers LLC
- Michael Juilfs, CFPCommonwealth Financial Network
- Ryan Cox, CFPDew Wealth Management
- Matthew Cherry, CFPAble Financial Group, LLC
- Levi Earhart, CFPSimplicity Wealth
- Alec Sankey, CFP, ChFCWells Fargo Advisors