ND
CFP
ND
CFP

Nathaniel Duchein

9 Years of Experience
Sun City, AZ

Nathaniel Duchein is a CFP-designated registered investment advisor at Triton Wealth Management, PLLC, based in Sun City, AZ, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 853 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
853 clients
Average Client Portfolio
$475K average
Assets Under Management
$405.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13211 N 103rd Ave, Suite 4, Sun City, AZ, 85351

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Triton Wealth Management, PLLC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
October 2016 - October 2024 · 8 yrs
Edward JonesBroker
August 2016 - October 2024 · 8 yrs 2 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
Nathaniel Duchein - Financial Advisor | TrueAdvisor