Nathan Lindholm

1 Year of Experience

Worthington, OH

1 Disclosure

Nathan Lindholm is a registered investment advisor at Royal Oak Financial Group, based in Worthington, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 399 clients with $370M in assets under management.

Royal Oak Financial Group

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

399 clients

Average Client Portfolio

$917K average

Assets Under Management

$366.0M

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Royal Oak Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of your portfolio. The exact fee is negotiable and depends on the complexity of your financial situation.

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Location

5858 High Street, Worthington, OH, 43085

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History

Regulatory History (1)

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Financial

July 2024

Pending

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Employment History

Current Registrations

Royal Oak Financial Group

January 2025 - Present · 1 yr 4 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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