Nathaniel Holden is a registered investment advisor at Core Wealth Partners LLC, based in Meridian, ID, with 9 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 385 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients will also pay fees to subadvisors, generally ranging from 0.50% to 2%. The combined fee paid to Core Wealth and the subadvisor(s) will not exceed 3% of the assets under management.
Fee Estimator
Location
3313 Cherry Lane, #131, Meridian, ID, 83642
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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
Core Wealth Partners LLC
Previous Registrations
Holden Hall Wealth Management
State Registrations1 state
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