Nathan Haberman
Nathan Haberman is a CFP-designated registered investment advisor at Trajan Wealth, L.L.C., based in Edmond, OK, with 11 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 8,955 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trajan Wealth charges a percentage of your portfolio each year. The highest fee is generally 1.75%, but in limited circumstances, it could be up to 2.00%. The fees are deducted from your account either monthly or quarterly. The specific fee and billing schedule will be detailed in your investment advisory agreement.
Location
Edmond, OK
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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 ActivitiesSells Insurance
Nathan works as an insurance agent for Trajan Wealth, L.L.C., dedicating about half of his time to consulting and selling insurance. He spends a few hours per week on this activity during trading hours.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
Trajan Wealth, L.L.C.
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Arvest Wealth Management
Arvest Wealth ManagementBroker
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.