Nathan Goodwin is a registered investment advisor at Bcs Wealth Management, LLC, based in Kingsport, TN, with 13 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 848 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on the client's level of services required and particular situation. 529 plans are billed at a flat 1.00% annual rate.
Fee Estimator
Location
1361 South Wilcox Drive, Kingsport, TN, 37660
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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 Activities
Nathan is a financial advisor at BCS Wealth Management. He is also the president of Elizabethton Holdings, Inc., a family-owned corporation holding various investments, spending a few hours per week on this activity.
Employment History
Current Registrations
Bcs Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations6 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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