Nathan Bailey is a CFP-designated registered investment advisor at Stonebridge Financial Group, LLC, based in York, PA, with 7 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,457 clients with $2.3B 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 fees do not exceed 2.00%. Fees are negotiable in individual cases. Accounts with options trading authorized may incur an additional fee ranging from 0.25% to 0.5%.
Fee Estimator
Location
1550 E Market Street, York, PA, 17403
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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
Stonebridge Financial Group, LLC
Previous Registrations
Conrad Siegel Investment Advisors
Citizens Investment Services
Citizens Securities, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
MML Investors Services, LLCBroker
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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