Nathan Barham
Nathan Barham is a registered investment advisor at Perspective Advisors, LLC, based in Bartlesville, OK, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 182 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Location
1740 SE Washington Blvd, Bartlesville, OK, 74006
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Nathan is involved in several outside business activities, including Christian apparel sales, serving on the board of directors for Ray of Hope and YMCA of Bartlesville, fixed life and health insurance sales, and managing Elevate by Perspective GP, LLC. He dedicates minimal time to the apparel sales and board positions, a few hours per week to insurance sales, and a few hours per week to Elevate by Perspective GP, LLC.
Employment History
Current Registrations
Perspective Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sutterfield Financial Group, INC.
American General Securities IncorporatedBroker
State Registrations4 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.