Nathan Driggs
Nathan Driggs is a registered investment advisor at Summit Global Investments, LLC, based in Bountiful, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B 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 $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Location
620 South Main Street, Bountiful, UT, 84010
Get directionsHistory
Regulatory History (1)
Financial
November 2016Other Business ActivitiesSells Insurance
Nathan works as a support team lead and registered investment advisor for Summit Global Investments LLC. He is also an insurance producer for non-variable insurance and an owner of SG Olympus LLC, which processes commission payments.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Fidelity Brokerage Services LLCBroker
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.