Nathan Weigel
Nathan Weigel is a registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,655 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.75% to 2% annually, billed monthly in advance. Fees are negotiable based on account size, portfolio complexity, and other factors. The firm's standard agreement lists a maximum fee of 2.5%.
Fee Estimator
Location
227 North Santa Fe, Salina, KS, 67401
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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 officiates basketball, spending a few hours per week on this activity. He also works as an investment consultant/registered representative and trust relationship manager, dedicating nearly full-time hours to these roles, and is an insurance agent, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
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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