Nathaniel Richer is a registered investment advisor at Synthesis Capital Group, based in Fairfield, CT, with 6 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Synthesis Capital Group offers investment management services with fees based on the specific portfolio strategy chosen. The management fee is a percentage of your portfolio, and there may also be a performance fee (a share of the profits). The specific fees are negotiated and can vary. Only certain clients will be offered a fee option that includes a performance fee. Fees are calculated and charged quarterly.
Location
Fairfield, CT
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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 →Employment History
Current Registrations
Synthesis Capital Group
Previous Registrations
T3 Trading Group, LLCBroker
Avatar Securities, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations2 states
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.