Nathan Wiercioch
Nathan Wiercioch is a CFP-designated registered investment advisor at Fiduciary Financial Partners, LLC, based in Naperville, IL, with 5 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 218 clients with $290M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
All fees are negotiable. Minimum client fee of $7,500 annually.
Fee Estimator
Location
1250 East Diehl Road, Suite 404, Naperville, IL, 60563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiduciary Financial Partners, LLC
State Registrations1 state
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