Nathan Richter is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Plymouth, MN, with 22 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
2 Carlson Pkwy, Suite 155, Plymouth, MN, 55447
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Nathan is involved in several investment-related activities, including providing investment advisory services through Strategic Wealth Group Registered Investment Advisors, LLC (dedicating full-time hours) and acting as an agent for various insurance companies selling fixed life insurance, disability, long-term care, and fixed annuities. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Great Valley Advisor Group, INC.
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.Broker
New England SecuritiesBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations19 states
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.