NM
NM

Nathan Stanley Mayer

2 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
628 clients
Average Client Portfolio
$737K average
Assets Under Management
$462.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.50%
$3M+0.25%

These fees are for SPGA's portion only. Synergy Asset Management charges additional fees. Fees may be waived or reduced at SPGA's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Seattle, WA

Get directions

History

Regulatory History
Clean regulatory record

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 works as a delivery driver for Uber Eats/Grubhub, dedicating about half of his time to this activity. He earns approximately $15,000 annually.

Employment History
Current Registrations
Spg Advisors LLC
November 2025 - Present · 3 mos
Previous Registrations
Harbour Investments, INC.Broker
July 2025 - October 2025 · 3 mos
Harbour Investments, INC.
July 2025 - October 2025 · 3 mos
Equitable Advisors, LLC
October 2023 - July 2025 · 1 yr 9 mos
Equitable Advisors, LLCBroker
September 2023 - July 2025 · 1 yr 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.