Nathaniel Evans is a registered investment advisor at Keeler Thomas Management LLC, based in Orem, UT, with 7 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 132 clients with $310M 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 | 1.65% |
| $500K - $1.0M | 1.38% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.94% |
| $5M+ | 0.94% |
Fees for assets over $5 million are negotiable. Fees may be charged in advance or in arrears based on the average daily balance or balance at the end of the billing period.
Fee Estimator
Location
1327 South 800 East, Orem, UT, 84097
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 an adjunct instructor at Utah Valley University, teaching securities topics, dedicating about 10-20% of his time. He also works full-time as a registered assistant at Keeler Thomas Management LLC, where he supports financial advisors and conducts investment analysis.
Employment History
Current Registrations
Keeler Thomas Management LLC
Previous Registrations
Osaic Wealth, INC.Broker
Keeler Thomas Management LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
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
- John Unice, CFPKeeler Thomas Management LLC
- David Bigler, PFSSquire Wealth Advisors
- Jeffrey Lindsay, CFPPeterson Wealth Advisors, LLC
- Nathan Larsen, PFSSquire Wealth Advisors
- John Clement, CFPMomentum Wealth Management
- Carson Johnson, CFPPeterson Wealth Advisors, LLC