Nathaniel Baldi is a CFA-designated registered investment advisor at Phraction Management LLC, based in Colchester, CT. Nathaniel 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 73 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Phraction Management offers investment management services where fees are calculated as a percentage of the value of your portfolio, typically between 0.40% and 0.85% annually. The specific fee is negotiated based on the size and complexity of your portfolio. Fees can be charged monthly or quarterly. Phraction also offers a performance-based fee arrangement to qualified clients, where you pay a reduced asset-based or fixed fee in addition to 5% of the account’s net profits, calculated annually. This is applied only to profits that exceed any prior cumulative gains.
Location
139 S. Main St, Suite 2, Colchester, CT, 06415
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Phraction Management LLC
State Registrations1 state
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