Nathan Berg is a registered investment advisor at Osaic Wealth, INC., based in Cannon Falls, MN, with 1 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
108 4th Street North, Cannon Falls, MN, 55009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is a partner in MaxRecovery Clothing, a startup company, and works as a Registered Assistant at Keith Meyers, Inc. He also works as Activities/Event Staff for New Prague Area Schools and in maintenance/operations at New Prague Golf Course, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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