Nathan Dutzmann is a registered investment advisor at Torren Management, LLC, based in Centennial, CO, with 5 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 6 clients with $330M 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 $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $40.0M | 0.45% |
| $40.0M - $70.0M | 0.35% |
| $70.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200M+ | 0.25% |
Fees are negotiable for accounts over $200,000,000. Registrant, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Location
Centennial, CO
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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.
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Nathan is the owner of Functional Financial, LLC, a pass-through entity established in 2021. Nathan's income from contract work for Torren Management is paid to this LLC.
Employment History
Current Registrations
Torren Management, LLC
Round Table Investment Strategies, LLC
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Aspen Partners, LTD.
State Registrations5 states
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