Nathaniel Evans
Nathaniel Evans is a registered investment advisor at Keeler Thomas Management LLC, based in Orem, UT, with 6 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 295 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee will not exceed 1.75% annually. Fee is negotiable.
Fee Estimator
Location
1327 South 800 East, Orem, UT, 84097
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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
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