Nathan Dutzmann is a registered investment advisor at Torren Management, LLC, based in Littleton, CO, with 6 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 8 clients with $370M 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 for assets over $200 million are negotiable. Torren Management may charge different fees or waive minimums based on various criteria.
Fee Estimator
Location
Littleton, 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.
Learn about disclosures →Other Business Activities
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
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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