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Nathan Hand

7 Years of Experience
Huntsville, AL

Nathan Hand is a registered investment advisor at Avantax Planning Partners, INC., based in Huntsville, AL, 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 Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
267 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

305 Quality Circle, Huntsville, AL, 35806

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Nathan is a Partner and Accountant with Anglin Reichmann Armstrong, P.C., working nearly full-time. He also owns Deep South Miners, LLC, a cryptocurrency mining operation, and has a partnership in Quality Center, LLC, a commercial real estate rental company, dedicating minimal time to each.

Employment History
Current Registrations
Avantax Planning Partners, INC.
February 2019 - Present · 7 yrs 3 mos
State Registrations1 state
AL
Advisor

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.

Exams
No exam information available for this advisor.
Nathan Hand - Financial Advisor | TrueAdvisor