Nathan Brooks is a registered investment advisor at 25 Financial, based in Saint Louis, MO, with 15 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, Investment Management, Retirement Planning. Their firm serves 505 clients with $550M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
Asset management fees for some types of investments such as alternative investments may be charged at up to 2.00% annual fee due to the complexity involved in advising these types of assets. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
135 West Adams Avenue, Saint Louis, MO, 63122
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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 ActivitiesSells Insurance
Nathan sells fixed disability and term life insurance through an agency as a contractor. This activity requires minimal time.
Employment History
Current Registrations
25 Financial
Previous Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Larson Financial Group, LLC
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
State Registrations2 states
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.