Nathan Kohlhoff is a registered investment advisor at LPL Financial LLC, based in St Simons Island, GA, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1700 Frederica Road Ste 201 St, St Simons Island, GA, 31522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan operates East Beach Wealth Solutions as a DBA for his LPL business. He also owns rental real estate through Geldig LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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