Nathan Forristal-Garcia is a CFP-designated registered investment advisor at Strategic Wealth Partners, LTD., based in Columbia, MD, with 13 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,778 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners (SWP) manages investment portfolios for clients, charging an annual fee based on the value of the assets managed. The fees range from 0.20% to 2.00% depending on the size and complexity of the account. The fee percentage decreases as the account size increases. Fees are negotiable and may be charged at a flat rate. Fees are typically paid quarterly in advance, based on the value of the assets at the end of the previous quarter.
Location
5850 Waterloo Road, Suite 140, Columbia, MD, 21045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is the owner of Mavrik Digital, a digital marketing and advertising company, since 2017. He spends about a quarter of his time managing client relationships for this business.
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
Previous Registrations
Westbourne Investments, INC.
Campbell Wealth Management, INC.
LPL Financial LLC
MML Investors Services, LLC
Park Avenue Securities LLC
State Registrations2 states
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