NC
NC
Nathan Cruz
11 Years of Experience
Bountiful, UT
2 Disclosures
Nathan Cruz is a registered investment advisor at Summit Global Investments, LLC, based in Bountiful, UT, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
92 advisors
Number of Clients
6,923 clients
Average Client Portfolio
$278K average
Assets Under Management
$1.9B
Fee Structure
Minimum Investment:$20K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
620 South Main Street, Bountiful, UT, 84010
Get directionsHistory
Regulatory History (2)
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Financial
December 2025Final
Customer Dispute
September 2016Settled
Employment History
Current Registrations
Summit Global Investments, LLC
March 2026 - Present · 2 mos
Previous Registrations
Allstate Financial Services, LLCBroker
June 2025 - December 2025 · 6 mos
Allstate Financial Advisors, LLC
May 2025 - September 2025 · 4 mos
Summit Global Investments, LLC
October 2023 - October 2024 · 1 yr
Fidelity Brokerage Services LLCBroker
August 2013 - July 2023 · 9 yrs 11 mos
State Registrations1 state
UT
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.