Nathan Weber
Nathan Weber is a registered investment advisor at UBS Financial Services INC., based in Charlotte, NC, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
13024 Ballantyne Corporate Plaza, Suite 650, Charlotte, NC, 28277
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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 owns Storyline, LLC, established for business expenses, and spends minimal time on it. He also sells and services fixed insurance contracts, dedicating minimal time, and works as a Wealth Operations Associate at Thrivent Advisor Network, LLC, spending nearly full-time hours there providing investment advisory services.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Thrivent Investment Management INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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