Nathan Kriplin
Nathan Kriplin is a CFP-designated registered investment advisor at Northbridge Financial Group, LLC, based in Tampa, FL, with 5 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 487 clients with $410M 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 | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.63% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.57% |
| $9.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.53% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.47% |
| $25.0M - $30.0M | 0.45% |
| $30.0M - $35.0M | 0.42% |
| $35.0M - $40.0M | 0.40% |
| $40.0M - $45.0M | 0.38% |
| $45.0M - $50.0M | 0.35% |
| $50.0M - $55.0M | 0.33% |
| $55.0M - $60.0M | 0.30% |
| $60.0M - $65.0M | 0.28% |
| $65.0M - $70.0M | 0.25% |
| $70M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL, 33607
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 →Other Business ActivitiesSells Insurance
Nathan operates under the DBA Northbridge Financial Group, LLC for his LPL business. He is also a registered representative with LPL Financial, LLC, and sells insurance products, dedicating about 10-20% of his time to insurance sales.
Employment History
Current Registrations
Northbridge Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
State Registrations4 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.