Nathan Crosby
Nathan Crosby is a CFP-designated registered investment advisor at Crosby Advisory Group, LLC, based in Ashland, OH, 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 Annuities, High Net Worth, Investment Management, Retirement Planning. Their firm serves 539 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are based on account value at the end of the quarter and are generally negotiable.
Fee Estimator
Location
19 W. Main St., Ashland, OH, 44805
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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 is a property and casualty insurance sales agent, dedicating approximately 30 hours per week to this activity through Crosby Advisory Group, LLC, which also sells fixed annuities. Nathan also owns 25% of NMD Insurance Agency Inc., a property/casualty insurance agency, and spends minimal time on strategic vision for the agency.
Employment History
Current Registrations
Crosby Advisory Group, LLC
Previous Registrations
Integrated Wealth Management, INC.
State Registrations4 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
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