Nathan Bowles is a registered investment advisor at Blueprint Wealth Group, based in Chandler, AZ, with 4 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Rates shown are for the Standalone Investment Management track. The firm also offers a Hybrid track combining monthly subscriptions with lower investment management fees (0.75% up to $1M, 0.50% above $1M).
Fee Estimator
Location
Chandler, AZ
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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 →Employment History
Current Registrations
Blueprint Wealth Group
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Sc Distributors, LLCBroker
Cole Capital CorporationBroker
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.
Exams
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