Nathan Dunham is a CFP-designated registered investment advisor at Core Wealth Advisors, INC., based in Lakeland, FL, with 26 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, High Net Worth, Investment Management, and 2 more. Their firm serves 490 clients with $570M 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 | 1.50% |
CORE Wealth Advisors may, at their discretion, make exceptions to the standard fee or negotiate special fee arrangements where they deem appropriate.
Fee Estimator
Location
124 South Florida Avenue, 4th Floor, Lakeland, FL, 33801
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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
Core Wealth Advisors, INC.
Previous Registrations
Calton & Associates, INC.
Wall Foss Advisors, INC.
State Registrations2 states
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