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CFP
NF
CFP

Nathan Forristal-Garcia

Strategic Wealth Partners, LTD.
14 Years of Experience
Columbia, MD
View SEC Summary
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Nathan Forristal-Garcia is a CFP-designated registered investment advisor at Strategic Wealth Partners, LTD., based in Columbia, MD, with 14 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,674 clients with $1.6B in assets under management.

Strategic Wealth Partners, LTD.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
3,674 clients
Average Client Portfolio
$448K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.20% to 2.00% depending on account size and complexity, using a declining tiered schedule. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5850 Waterloo Road, Suite 140, Columbia, MD, 21045

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathan is the owner of Mavrik Digital, a digital marketing and advertising company, since 2017. He spends about a quarter of his time managing client relationships for this business.

Employment History
Current Registrations
Strategic Wealth Partners, LTD.
October 2017 - Present · 9 yrs
Previous Registrations
Westbourne Investments, INC.
March 2015 - October 2017 · 2 yrs 7 mos
Campbell Wealth Management, INC.
March 2014 - March 2015 · 1 yr
LPL Financial LLC
October 2013 - September 2014 · 11 mos
MML Investors Services, LLC
February 2013 - September 2013 · 7 mos
Park Avenue Securities LLC
March 2012 - November 2012 · 8 mos
State Registrations2 states
MDOH
Advisor

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
No exam information available for this advisor.
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