Nathan Pribyl is a registered investment advisor at True Vision Financial Advisors, based in Wayzata, MN, with 12 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 367 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Vision Financial Advisors charges an annual fee based on the value of your portfolio, ranging from 0.30% to 1.50%. The specific fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with True Vision. Fees are paid quarterly in advance. The firm may negotiate fees at its discretion.
Location
294 Grove Lane East, Suite 160, Wayzata, MN, 55391
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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.
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Nathan is the owner of Allied Partners, a home building and construction business, since 2019. This non-investment related activity takes about half of Nathan's time.
Employment History
Current Registrations
True Vision Financial Advisors
Previous Registrations
Gladstone Wealth Partners
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
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.