Nathaniel Collier is a registered investment advisor at United Advisor Group, based in Eads, TN, with 4 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
Eads, TN
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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.
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Nathaniel is a business owner of Sunshine Five, LLC since 2000. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Ameriprise Financial Services, LLCBroker
Sound Income Strategies, LLC
Ae Wealth Management, LLC
State Registrations1 state
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.