Nathan Gunderson
Nathan Gunderson is a CFP-designated registered investment advisor at Xcelsior Advisor Partners LLC, based in Scottsdale, AZ, with 6 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 375 clients with $650M 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% |
Maximum annual fee is 1.75%, which includes third-party management and sub-advisor fees where applicable. Exact fees are set in the client agreement and may be charged as a flat percentage or on a tiered schedule. Fees are negotiable based on portfolio size, household aggregation, and service complexity.
Fee Estimator
Location
14624 Scottsdale Road, Suite 195, Scottsdale, AZ, 85254
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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 →Employment History
Current Registrations
The Leaders Group, INC.
Xcelsior Advisor Partners LLC
The Leaders Group, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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
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