Nathaniel Whitman is a registered investment advisor at The Nlw Capital Group LLC, based in Baltimore, MD, with 4 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 14 clients with $9.5M 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 - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fees are negotiable. The firm’s fees will never be more than 3% of assets under management per year.
Fee Estimator
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathaniel is teaching faculty and a student support associate at Global Online Academy, dedicating about a quarter of his time to teaching online courses. He is also a part-time Director of Finance at Greenmount School, spending about half his time responsible for the school's long-term financial health.
Employment History
Current Registrations
The Nlw Capital Group LLC
State Registrations2 states
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