Nate Elisha is a CFP-designated registered investment advisor at RBC Securities, INC., based in Los Angeles, CA, with 10 years of industry experience. Nate is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,451 clients with $1.5B 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 | 1.25% |
| $1M+ | 1.00% |
Rates shown are for growth-oriented strategies. Fixed income and conservative strategies charge 0.80% on the first $1M and 0.65% on amounts over $1M. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Los Angeles, CA
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 →Employment History
Current Registrations
RBC Securities, INC
RBC Securities, INC.
RBC Securities, INCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
City National Securities, INC.Broker
City National Securities, INC.
City National Rochdale
Rim Securities LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Metlife Securities INC.Broker
State Registrations51 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.
Exams
More Advisors
- Michael Nunnelee, CFPRBC Securities, INC.
- Roy Lin, CFARBC Securities, INC.
- Michael Cheatham, CFPRBC Securities, INC.
- Craig Kelley, CFPRBC Securities, INC.
- Amy GilbertRBC Securities, INC.
- David Arakelyan, CFPCetera Investment Advisers LLC