Nathaniel Mcharg
Nathaniel Mcharg is a registered investment advisor at Noble Wealth Management P.B.C., based in Greenwood Village, CO, with 8 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 199 clients with $400M 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 - $1.4M | 0.95% |
| $1.4M - $1.8M | 0.90% |
| $1.8M - $2.2M | 0.85% |
| $2.2M - $2.6M | 0.80% |
| $2.6M - $3.0M | 0.75% |
| $3.0M - $3.4M | 0.72% |
| $3.4M - $3.8M | 0.69% |
| $3.8M - $4.2M | 0.66% |
| $4.2M - $4.6M | 0.63% |
| $4.6M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees that range between .25% - 1.0% depending on the account value, investment style and types of securities used.
Fee Estimator
Location
6400 S Fiddlers Green Circle, Suite 525, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Nathaniel is a senior analyst at The Business Transition Group, performing finance and research analysis. This takes a few hours per week.
Employment History
Current Registrations
Noble Wealth Management P.B.C.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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