Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningReal Estate InvestingDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
794 clients
Average Client Portfolio
$463K average
Assets Under Management
$367.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M1.00%
$2M+0.90%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3350 S. 15th E., Idaho Falls, ID, 83406

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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.

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Other Business Activities

Nathan is involved in several business activities. He spends nearly full-time providing accounting, bookkeeping, and tax return services for Edge Financial Group, LLC, and a few hours per week at his CPA firm, Nathan Riggs, CPA. He also has a passive interest in Meat Packing Affiliates, LLC and a marketing entity, Edge Financial Advisors, LLC, but spends no time on these activities.

Employment History
Current Registrations
Oak Lane Advisors
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.