Nathan Bodart
Nathan Bodart is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Green Bay, WI, 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 7,354 clients with $14B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Standard fee for Core clients (accounts of $2M or less at inception) is a flat 1.10%. Non-Core clients use the tiered schedule above. Fees are negotiable.
Fee Estimator
Location
1175 Lombardi Avenue, Suite 200, Green Bay, WI, 54304
Get directionsHistory
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 →Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Previous Registrations
Creative Planning
Wipfli Financial Advisors, 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.
Exams
More Advisors
- Jason Wilke, CFPRBC Capital Markets, LLC
- Erin Johnson, ChFCCwm, LLC
- Jordyn Herzog, CFPNicolet Wealth Management
- Rachel Patterson, CFPPrivate Client Services, LLC
- Eric Martzahl, CFPPrivate Client Services, LLC
- Rc Froistad, CFPCetera Investment Advisers LLC