Nathan Mersereau is a CFP-designated registered investment advisor at Planning Alternatives LTD, based in Birmingham, MI, with 18 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 683 clients with $1.3B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees may be negotiable in certain circumstances. Family member house-holding of tiered billing rates is available.
Fee Estimator
Location
255 South Old Woodward Ave., Suite 310, Birmingham, MI, 48009-6615
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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
Planning Alternatives LTD
Previous Registrations
Wealthcare Advisors, LLC
Planning Alternatives LTD
Oakland Wealth Management, INC.
State Registrations2 states
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