Nathan Williamson
Nathan Williamson is a registered investment advisor at Waystone Advisors LLC, based in Stockton, CA, 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 Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 306 clients with $180M 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 $1.0M | 0.99% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.50% |
Fees may be negotiable at the sole discretion of Waystone Advisors. The total blended fee, including Waystone's fee and any Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Location
Stockton, CA
Get directionsHistory
Regulatory History (1)
Financial
May 2023Employment History
Current Registrations
Waystone Advisors LLC
Previous Registrations
Findec Wealth Services, INC.
Nylife Securities LLCBroker
State Registrations2 states
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