Nathan Knoll
Nathan Knoll is a CFP-designated registered investment advisor at Cedar Cove Wealth Partners, based in Bloomington, MN, 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 Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 2,036 clients with $460M 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% |
Annual management fee ranges up to 2.0% and is billed quarterly in advance. Fees can be structured as a flat percentage, a fee on total assets, a fixed flat dollar amount, or a tiered fee schedule depending on the agreement.
Fee Estimator
Location
7900 Xerxes Ave S, Suite 1750, Bloomington, MN, 55431
Get directionsHistory
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 sells and services fixed insurance contracts, dedicating about a quarter of his time to this. He also works as a wealth advisor at Cedar Cove Wealth Partners (Thrivent Advisor Network, LLC) and leads a weekly choir rehearsal.
Employment History
Current Registrations
Cedar Cove Wealth Partners
Previous Registrations
Thrivent Investment Management INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.
Exams
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