Nathan Shantz is a CFA-designated registered investment advisor at In on Capital, based in Miami, FL. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 48 clients with $390M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the advisor's discretion.
Fee Estimator
Location
777 Brickell Avenue, Miami, FL, 33133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
In on Capital
State Registrations1 state
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