Nathan Leishman
Nathan Leishman is a CFA-designated registered investment advisor at Ostrofe Financial Consultants INC, based in Grass Valley, CA, with 7 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 568 clients with $390M 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 $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
565 Brunswick Road, Suite 15, Grass Valley, CA, 95945
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 Activities
Nathan operates Ostrofe Financial Consultants as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through Ostrofe Financial Consultants Inc, spending full-time hours on this activity as well.
Employment History
Current Registrations
Ostrofe Financial Consultants INC
LPL Financial LLCBroker
State Registrations1 state
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