Nathan Unger is a registered investment advisor at Bmms Wealth Advisory LLC, based in Bellevue, WA, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BMMS Wealth Advisory does not directly manage investments. Instead, they refer you to other investment advisors. These advisors will charge you a fee for managing your investments. BMMS Wealth receives 25% of the management fee you pay to your chosen advisor. The fees charged by the third-party wealth managers range from 0.40% to 2% annually.
Location
10655 NE 4th St., Suite #300, Bellevue, WA, 98004
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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 is the owner of Julien Unger & Associates PLLC, an accounting and tax preparation company, since November 2023. He dedicates full-time hours to this activity, all during trading hours, leveraging his CPA for accounting work and tax preparation.
Employment History
Current Registrations
Bmms Wealth Advisory LLC
State Registrations1 state
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.