Nathan Sadowski
Nathan Sadowski is a registered investment advisor at Pacific Excel Wealth Advisors, INC., based in Walnut Creek, CA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 115 clients with $110M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $20.0M | 0.95% |
| $20M+ | 0.85% |
This is a blended fee schedule.
Fee Estimator
Location
925 Ygnacio Valley Rd., Ste 200, Walnut Creek, CA, 94596
Get directionsHistory
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 owns 100% of Pacific Excel Wealth Advisors, Inc. and Pacific Excel Insurance Services, Inc. Nathan is licensed as an insurance life and health agent in CA, offering life insurance, long-term care, medicare, and annuity planning, dedicating full-time hours to this.
Employment History
Current Registrations
Pacific Excel Wealth Advisors, INC.
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.