NA
CFP
NA
CFP

Nathan Aberson

16 Years of Experience
Atlanta, GA

Nathan Aberson is a CFP-designated registered investment advisor at Ajax Capital Advisors, INC., based in Atlanta, GA, with 16 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 63 clients with $28M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
63 clients
Average Client Portfolio
$445K average
Assets Under Management
$28.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Minimum annual fees may apply. Ajax may negotiate special fee arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Concourse Parkway Ne, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathan is a licensed real estate salesperson in Georgia, assisting family and friends with a few transactions per year, dedicating minimal time. He is also the CEO/President of Aberson Consulting, Inc., using it as a sales channel for consumer products online, spending minimal time.

Employment History
Current Registrations
Ajax Capital Advisors, INC.
May 2009 - Present · 17 yrs
State Registrations2 states
GATX
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.
Nathan Aberson - Financial Advisor | TrueAdvisor