Nathan Oakley
Nathan Oakley is a CFA-designated registered investment advisor at Mountain Pacific Investment Advisers, LLC, based in Boise, ID, with 7 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 319 clients with $930M 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 - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable based on relationship size, services offered, and complexity. Discounts may be offered to foundations, charities, and family/friends of associated persons.
Fee Estimator
Location
877 West Main Street, Suite 704, Boise, ID, 83702
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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 a 50% owner of a multi-family real estate property in Cleveland, Ohio through Camas Capital LLC, where he is the sole member. He dedicates minimal time to real estate investment oversight.
Employment History
Current Registrations
Mountain Pacific Investment Advisers, LLC
State Registrations2 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.