Nathan Byers is a PFS-designated registered investment advisor at Calculated Wealth, based in Madison, WI, with 6 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 194 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Clients with more than $1,400,000 in Assets Under Management will receive Financial Planning at no additional charge. There is also an option for Investment Management Services - With Tactical Asset Allocation, which has a maximum annual advisory fee of 2.00% on all assets.
Fee Estimator
Location
2921 Landmark Place, Suite 215-#332, Madison, WI, 53713-4247
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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 Activities
Nathan works as a tax supervisor at Johnson Block and Company, Inc. and owns NKB, LLC, a tax consulting, preparation, and financial education website. These activities take about a quarter of Nathan's time and a few hours per week, respectively.
Employment History
Current Registrations
Calculated Wealth
Previous Registrations
BMO Harris Financial Advisors, INC
Jbc Wealth Advisors, LLC
State Registrations2 states
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