Nathan Tepp is a CFP-designated registered investment advisor at Eq Wealth Management, based in Bellevue, WA, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 472 clients with $720M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may differ based on the size of the relationship, level of services needed, or family accounts. Fees for held-away assets are .575% annually. A back office service provider fee of up to 0.04% may also apply.
Fee Estimator
Location
Bellevue, WA
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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 volunteers as a project manager for Swin Cash Enterprises LLC and maintains scores for Premier Hoops Basketball Tournament. He also has power of attorney for his mother and is an insurance producer since 2015, dedicating minimal time to these activities. Nathan is also a notary public in Washington state.
Employment History
Current Registrations
Eq Wealth Management
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Kutscher Rhodes & Benner, INC.
State Registrations1 state
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