Nathan Billigmeier is a registered investment advisor at Towerpoint Wealth, LLC, based in Sacramento, CA, with 11 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 535 clients with $470M 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 $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees are negotiable above $15,000,000. TPW may charge clients according to a legacy fee schedule, or a flat percentage not to exceed 1.25%.
Fee Estimator
Location
500 Capitol Mall, Suite 2060, Sacramento, CA, 95814
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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 is the Director of Research and Analytics at Towerpoint Wealth, a Registered Investment Advisor (RIA). He dedicates full-time hours to research, reporting, and portfolio construction.
Employment History
Current Registrations
Towerpoint Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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