Nathan Martin is a registered investment advisor at Atlantic Financial Management LLC, based in Bensalem, PA, with 2 years of industry experience. Nathan 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.
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 | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
Bensalem, PA
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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 operates Ascent Wealth Management LLC as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, LLC, dedicating full-time hours to the latter. He also works as a welder for ABEC Pharmaceutical (nearly full-time) and as a personal trainer at Newtown Athletic Club (about 10-20% of his time).
Employment History
Current Registrations
Atlantic Financial Management LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations1 state
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