Nathan Burcham
Nathan Burcham is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Knoxville, TN, with 10 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4638 Chambliss Ave, Knoxville, TN, 37919-5118
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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 works as a financial advisor for Burcham Benefits, LLC, providing advisory services and making investment recommendations. He also solicits health, life, and disability insurance for the same company, and dedicates about a quarter of his time to this activity. Additionally, Nathan serves as Treasurer for Breast Connect and as Director of NextGen for the Financial Planning Association of East Tennessee, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations12 states
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