Nathan Goodwin is a registered investment advisor at Bcs Wealth Management, LLC, based in Kingsport, TN, with 13 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 796 clients with $810M 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% |
Fee schedule can be negotiated. Accounts utilizing an independent professional manager (SMAs) will pay BCS Wealth Management's agreed upon fee as well as the fee for the managed account professional firm. 529 Plans are billed on a quarterly basis in arrears. The annual fee starts at 1.00% and is negotiable based on client’s circumstance.
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.
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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
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