Nathaniel Bryers is a registered investment advisor at Hungerford Financial LLC, based in Grand Rapids, MI, with 1 years of industry experience. Nathaniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 349 clients with $490M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees above $10,000,000 are negotiable. A minimum annual management fee of $1,200 per account applies. Third-party investment adviser programs charge separate fees ranging from 0.50% down to 0.20%.
Fee Estimator
Location
2910 Lucerne Drive Se, Grand Rapids, MI, 49546
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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 →Employment History
Current Registrations
Hungerford Financial LLC
United Planners' Financial Services of America a Limited PartnerBroker
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.
Exams
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