Nathan Rogers
Nathan Rogers is a registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 11 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, Tax Planning. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
Get directionsHistory
Regulatory History (1)
Criminal
June 2000Other Business ActivitiesSells Insurance
Nathan owns rental property in Redding, CA, and dedicates minimal time to it. He also receives residual commissions from prior insurance sales (health and other) and teaches college courses on Business Law and Business Communications for about 10-20% of his time. Additionally, he supports corporate planning and oversight at Hill Country Health and Wellness Center for a few hours per week.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Polaris Wealth Advisory Group
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Allstate Financial Services, LLCBroker
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.