Nathan Wallace is a registered investment advisor at Greyfox Investors LLC, based in Ojai, CA, with 13 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $1.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
7 clients
Average Client Portfolio
$231K average
Assets Under Management
$1.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.40% |
Fees are negotiable. An optional performance fee is available for certain accounts at 0.4% of assets plus 20% of unrealized gains.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Ojai, CA
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2024Employment History
Current Registrations
Greyfox Investors LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Greyfox Investors LLC
September 2024 - November 2025 · 1 yr 2 mos
Greyfox Investors LLC
February 2023 - June 2023 · 4 mos
Savvy
July 2022 - September 2024 · 2 yrs 2 mos
Greyfox Investors LLC
September 2013 - December 2022 · 9 yrs 3 mos
Ten Asset Management, INC.
October 2012 - August 2013 · 10 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.
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