Nathaniel Duchein is a CFP-designated registered investment advisor at Triton Wealth Management, PLLC, based in Surprise, AZ, with 10 years of industry experience. Nathaniel 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, and 1 more. Their firm serves 853 clients with $410M 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 | 1.75% |
Maximum annual fee is 1.75%. Fees are billed quarterly in advance and are negotiable.
Fee Estimator
Location
15331 W Bell Rd, #302, Surprise, AZ, 85374
Get directionsHistory
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
Triton Wealth Management, PLLC
Previous Registrations
Edward Jones
Edward JonesBroker
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
More Advisors
- Lance Baxter, CFPEdward Jones
- Bret Hoffman, ChFCGreen Peaks Planning
- Robert Wade, CFPLPL Financial LLC
- Katherine Vessenes, CFPMD Financial Advisors / Vestment Financial
- Brentford Price, ChFCOsaic Wealth, INC.
- Gary Luna, CFPDynamic Wealth Advisors