Nathan Boonstra
Nathan Boonstra is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 11 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
607 Cascade W Pkwy Se, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2018Other Business Activities
Nathan has several outside business activities, including Boonstra Financial LLC, Five Lakes Firearms LLC, Mosaic Wealth Management (DBA for LPL business), real estate rental, and Mosaic Ventures, LLC. He spends about a quarter of his time on Mosaic Wealth Management, and minimal time on the others.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations13 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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