Nathan Workman is a registered investment advisor at Cs Planning CORP, based in Wildwood, FL, 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, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
5455 Spencer Court, Suite 102, Wildwood, FL, 34785
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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 ActivitiesSells Insurance
Nathan is a Senior Advisor at Elmberry Wealth Management, Inc. where he focuses on insurance sales and services, dedicating about 10-20% of his time. He also works as a lawyer at Radius Law Group, focusing on estate planning and asset protection planning, spending a few hours per week.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
Ae Wealth Management, LLC
Foundations Investment Advisors LLC
Alloy Investment Management
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.