Nathan Harsh is a CFP-designated registered investment advisor at LPL Financial LLC, based in Burleson, TX, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
124 S. Main St, Ste. 212, Burleson, TX, 76028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan operates Sharpe Wealth Management LLC as a DBA for his LPL business. He also has ownership stakes in Harsh Capital Investments LLC, Aspen Custom Homes LLC, and Keen Capital Holdings LLC, primarily for tax/investment purposes, dedicating minimal time to Harsh Capital Investments LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations13 states
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