Nathaniel Nyquist
Nathaniel Nyquist is a registered investment advisor at Northstar Wealth Management, INC., based in Bloomington, MN, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 121 clients with $72M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001. NWM also offers NorthStar TechEdge Service with a different fee schedule: $0 - $1,000,000: 0.5%, $1,000,001 - $3,000,000: 0.4%, $3,000,001 - $5,000,000: 0.3%, $5,000,001 - $7,500,000: 0.25%, $7,500,001 And Up: 0.15%. NWM also offers cash management brokerage accounts with a 0.15% annual fee, health savings brokerage accounts, personal choice retirement accounts, advisory annuities, and advisory 529 accounts, each with a 0.25% annual fee.
Fee Estimator
Location
7760 France Avenue South, Suite 155, Bloomington, MN, 55435
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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 employed as a registered dietitian with a mental health clinic and serves as a part-time Army National Guard soldier. These activities are not investment-related.
Employment History
Current Registrations
Northstar Wealth Management, INC.
State Registrations1 state
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