Nathan Dendy
Nathan Dendy is a CFP-designated registered investment advisor at Sagespring Wealth Partners, based in Birmingham, AL, 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, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 11,623 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
1 Metroplex Drive, Suite 180, Birmingham, AL, 35209
Get directionsHistory
Regulatory History (1)
Criminal
May 2005Other Business Activities
Nathan is an independent contractor and financial advisor for Will Scroggins Wealth Team since April 2022. This takes about half of Nathan's time.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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
More Advisors
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- Charles Smith, CFA, CFPThe Welch Group, LLC