Nathan Walsh is a registered investment advisor at Occidental Asset Management, LLC, based in Burlingame, CA, with 20 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 908 clients with $1.1B 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 $200K | 1.50% |
| $200K - $700K | 1.25% |
| $700K - $1.2M | 1.15% |
| $1.2M - $2.2M | 1.10% |
| $2.2M - $3.2M | 1.00% |
| $3.2M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Management Fees will be negotiable in the sole and absolute discretion of the Advisor.
Fee Estimator
Location
301 California Drive #9, Burlingame, CA, 94010
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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
Occidental Asset Management, LLC
Previous Registrations
Acc Investment Management, INC.
Polaris Wealth Advisers, LLC
Polaris Equity Management, INC.
State Registrations2 states
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