Nathan Rockwell is a registered investment advisor at Mhl Tamp, based in Reno, NV, with 4 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.68% |
| $25K - $50K | 0.68% |
| $50K - $100K | 0.58% |
| $100K - $250K | 0.48% |
| $250K - $1.0M | 0.38% |
| $1.0M - $5.0M | 0.28% |
| $5M+ | 0.18% |
Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.
Fee Estimator
Location
3605 Grant Dr., Reno, NV, 89509
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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
Nathan is a Tax and Valuation Principal at Carefree Professional Practice Resources, LLC, spending full-time hours on tax and financial reporting as well as mergers and acquisitions within the dental industry. He also owns Rockwell Financial, PLLC, dedicating about 10% of his time to tax, dental office consulting, and business valuations, and receives a referral fee from TomiPlan, spending a few hours per week on this activity.
Employment History
Current Registrations
Mhl Investments
Mhl InvestmentsBroker
Everspire
State Registrations5 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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