Nathan Kallal is a registered investment advisor at Oxenfree Financial, based in Orlando, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 950 clients with $250M 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 $500K | 1.40% |
| $500K - $1.0M | 1.15% |
| $1M+ | 0.90% |
Fees are negotiable. Household account values may be combined to determine breakpoints.
Fee Estimator
Location
3925 Peppervine Drive, Orlando, FL, 32828
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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 ActivitiesSells Insurance
Nathan is an independent insurance agent since 2021, dedicating a few hours per week to this activity. He also works as an operations coordinator for Oxenfree Technology LLC, a fintech company, dedicating about 10-20% of his time.
Employment History
Current Registrations
Oxenfree Financial
Previous Registrations
Affinity Financial Advisors
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.
Exams
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