Nathaniel Gandy is a CFP-designated registered investment advisor at Obar Wealth Management LLC, based in Lake Forest, IL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
For clients with less than $750,000 in managed assets, the annual fee is $7,500. Fees are negotiable.
Fee Estimator
Location
276 E Deerpath Rd, #556, Lake Forest, IL, 60045
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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 owns Gandy Fintech Solutions LLC, where he consults with business owners on leveraging fintech solutions. This activity is not investment-related and takes a few hours per week during trading hours, and about a third of his time overall.
Employment History
Current Registrations
Obar Wealth Management LLC
Previous Registrations
Wealthfront Brokerage LLCBroker
Wealthfront Advisers LLC
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
State Registrations1 state
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