Imtiyaz Nathoo is a CFP-designated registered investment advisor at Eagle's Crest Advisors, LLC, based in Sanford, FL, with 14 years of industry experience. Imtiyaz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 60 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle's Crest Advisors manages investments for a fee ranging from 0.75% to 1.50% per year of the value of your portfolio. The exact fee is negotiable and depends on the size and complexity of your account.
Location
Sanford, FL
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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 →Employment History
Current Registrations
Eagle's Crest Advisors, LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
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