Nathan Derks is a registered investment advisor at Landolt Securities, INC., based in West Bend, WI, with 16 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 173 clients with $110M 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 | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
Location
2125 W. Washington St., West Bend, WI, 53095
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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 ActivitiesSells Insurance
Nathan is an insurance agent selling term life insurance, spending minimal time on it. He also owns Tax Center of Wisconsin, LLC and is a partner at Eulert Accounting LLC, dedicating about 10-20% of his time to each, and owns DFG Properties, LLC. Finally, Nathan is a sole proprietor selling fixed annuities, spending minimal time on it.
Employment History
Current Registrations
Landolt Securities, INC.
Landolt Securities, INC.Broker
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
The Investment Center, INC.Broker
State Registrations9 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.