Nathan Salisbury is a registered investment advisor at Beacon Financial Planning, LLC, based in Logan, UT, with 9 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 126 clients with $62M 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 | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be increased or decreased based on portfolio size and complexity, with client consent. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
95 West 100 South, Suite 210, Logan, UT, 84321-5811
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beacon Financial Planning, LLC
State Registrations1 state
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