Nathan Perry is a CFA-designated registered investment advisor at M Financial Asset Management, INC., based in Dallas, TX, with 19 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,305 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
These are the maximum fees for Investment Management Services. Fees may be lower and are negotiable with your financial professional.
Fee Estimator
Location
2699 Howell Street, Suite 1100, Dallas, TX, 75204
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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 →Other Business Activities
Nathan serves as Secretary for the Allen Eagle Lacrosse Club, a non-profit organization, since July 2024. He spends about 10-20% of his time on activities such as taking meeting notes and assisting with fundraising.
Employment History
Current Registrations
M Financial Asset Management, INC.
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Fisher Investments
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
PFS Investments INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations16 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.