Nathan Fulks is a CFP-designated registered investment advisor at Family Wealth Partners, LLC, based in Matthews, NC, with 9 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 266 clients with $390M 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 $500K | 1.75% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2518 Plantation Center Drive, Matthews, NC, 28105
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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 →Employment History
Current Registrations
Family Wealth Partners, LLC
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Efficient Advisors
Family Wealth Partners
State Registrations2 states
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