NP
CFA
NP
CFA

Nathan Pfeiffer

11 Years of Experience
Colorado Springs, CO
Broker

Nathan Pfeiffer is a CFA-designated registered investment advisor at T. Rowe Price Associates, INC., based in Colorado Springs, CO, with 11 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,887 clients with $2200B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
224 advisors
Number of Clients
6,887 clients
Average Client Portfolio
$318.9M average
Assets Under Management
$2196.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Schedule reflects standard Private Asset Management services. Other investment strategies and managed account programs have separate fee schedules ranging from 0.05% to 0.95% depending on the asset class.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
April 2020 - Present · 6 yrs 7 mos
T. Rowe Price Investment Services, INC.
July 2019 - Present · 7 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
July 2019 - Present · 7 yrs 4 mos
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
December 2016 - June 2019 · 2 yrs 6 mos
T. Rowe Price Advisory Services, INC.
July 2015 - October 2016 · 1 yr 3 mos
T. Rowe Price Investment Services, INC.Broker
May 2015 - October 2016 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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