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Nathan Bender

4 Years of Experience
Puyallup, WA
Sells Insurance

Nathan Bender is a registered investment advisor at Black Bishop Financial Group, LLC., based in Puyallup, WA, with 4 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.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.40%
$250K - $750K1.00%
$750K - $1.5M0.75%
$1.5M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10.0M - $15.0M0.35%
$15M+0.30%

Client fees are negotiable between the Representative and the Client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Puyallup, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nathan is licensed to sell life and disability insurance through BGA and Ethos Life, earning commissions and trails. He spends a few hours per week on these insurance-related activities.

Employment History
Current Registrations
Black Bishop Financial Group, LLC.
September 2021 - Present · 4 yrs 8 mos
State Registrations2 states
TXWA
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.