Nathalie Cote is a CFP-designated registered investment advisor at Veridos Capital LLC, based in Fort Mill, SC, with 6 years of industry experience. Nathalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $15M 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 $100K | 1.50% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
Fort Mill, SC
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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
Nathalie is a professor of psychology at Belmont Abbey College since 1998, dedicating nearly full-time hours to this occupation. This position involves teaching, college service, and scholarly productivity and is not investment-related.
Employment History
Current Registrations
Veridos Capital LLC
Harvest Financial Planning, LLC
State Registrations2 states
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