Nathanael Stewart is a CFA-designated registered investment advisor at N.A.S. Capital LLC, based in Durham, NH, with 10 years of industry experience. Nathanael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
N.A.S. Capital LLC charges a management fee for managing your investments. For most clients, this fee is 1.5% per year, charged monthly based on the account balance at the end of each month. For certain high-net-worth clients, N.A.S. Capital LLC waives the management fee and instead charges a performance-based fee of up to 15% of any increase in trading profits above the previous high point. The fee level and structure for qualified clients is negotiable.
Location
Durham, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
N.A.S. Capital LLC
Previous Registrations
Opus Capital Management
N.A. Stewart Capital Management LLC
State Registrations1 state
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