Nathaniel Burt is a PFS-designated registered investment advisor at Wealth Management, based in Kennewick, WA, with 3 years of industry experience. Nathaniel 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 3,617 clients with $3.1B 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client.
Fee Estimator
Location
6601 W Deschutes Ave Ste C, Kennewick, WA, 99336
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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 Activities
Nathaniel is a board member and treasurer for the Tri-Cities Estate Planning Council, dedicating minimal time. He also provides accounting services to clients of Guardian Financial Group as a CPA/President, which is a full-time commitment, and is a landlord/performs property maintenance, and a member of Fried CRM LLC, each taking minimal time.
Employment History
Current Registrations
Wealth Management
Previous Registrations
Epic Trust Investment Advisors LLC
State Registrations2 states
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