Nathaniel Nieri is a CFP-designated registered investment advisor at Modern Money Management LLC, based in San Diego, CA, with 11 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Investment Management, and 6 more. Their firm serves 68 clients with $46M 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable. If an Outside Manager is used, their fee is in addition to MMM's fee.
Fee Estimator
Contact
Nathaniel Nieri
Location
San Diego, CA
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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 Activities
Nathaniel performs financial planning consulting services for Reilly Financial Advisors, dedicating minimal time to this activity. These services are separate from those provided to clients of MMM and will not create a conflict of interest.
Employment History
Current Registrations
Modern Money Management LLC
Previous Registrations
Reilly Financial Advisors
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.
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