Nathan Enzian
Nathan Enzian is a registered investment advisor at Osaic Advisory Services, LLC, based in Vashon Island, WA, with 12 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
18850 103rd Ave SW Suite 121, Vashon Island, WA, 98070
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Nathan is a licensed insurance agent selling term, whole life, and long-term care contracts, dedicating minimal time to this. He also provides investment advice and account management, taking about half of his time, and discusses insurance annuity needs with clients.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations12 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.