Nathan Geraci is a registered investment advisor at Novadius Wealth Management, based in Overland Park, KS, with 17 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 249 clients with $150M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors. There is no minimum account balance or minimum annual fee.
Fee Estimator
Location
7300 West 110th Street, Suite 870, Overland Park, KS, 66210
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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 offers insurance solutions through ETF Store Financial Services LLC, where he has been an insurance producer since 2010, dedicating minimal time. He also serves as President of The ETF Institute Inc. and Owner of OTR Media LLC, spending a few hours per week and about 10% of his time, respectively.
Employment History
Current Registrations
Novadius Wealth Management
State Registrations2 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.