Nathaniel Hodgson is a registered investment advisor at Osaic Wealth, INC., based in Flemington, NJ, with 7 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
31 State Route 12, Flemington, NJ, 08822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathaniel works as a client services associate for Prestige Wealth Management Group, dedicating about a quarter of his time to supporting the client services department. He also works as a notary, spending minimal time notarizing documents for Prestige Wealth Management clients.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Prestige Wealth Management Group, LLC
Previous Registrations
Triad Advisors LLCBroker
State Registrations1 state
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