Nathan Reagan
Nathan Reagan is a PFS-designated registered investment advisor at Handy & Company Financial Advisors, INC., based in Lake Oswego, OR, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $69M 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 $100K | 1.40% |
| $100K - $250K | 1.20% |
| $250K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees are negotiable. Assets are aggregated by household. A 10% tax preparation discount component applies when using the related certified public accounting firm.
Fee Estimator
Location
4550 Kruse Way, Ste 330, Lake Oswego, OR, 97035-3594
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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 tax partner at Handy & Reagan LLC, a CPA firm, since 2012. This activity, which is not investment-related, takes nearly full-time hours.
Employment History
Current Registrations
Handy & Company Financial Advisors, INC.
State Registrations2 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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