Nathan Wood is a CFP-designated registered investment advisor at Lvz, INC., based in Grand Rapids, MI, with 3 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
1600 E Beltline NE, Grand Rapids, MI, 49525
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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 is a representative at Wood Wealth Management focusing on financial planning, dedicating significantly more than full-time hours. He also works as an insurance agent and owns Nate Wood Enterprises, LLC, a camper rental business, dedicating minimal time and about 10-20% of his time respectively.
Employment History
Current Registrations
Lvz, INC.
State Registrations1 state
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