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 Annuities, Business Owners, Charitable Giving, Education Planning, and 8 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% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Billed monthly in arrears.
Fee Estimator
Location
6400 S Fiddlers Green Circle, Suite 525, Greenwood Village, CO, 80111
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 →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
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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