Nathan Muchmore is a registered investment advisor at Terra Wealth, based in Lititz, PA, with 10 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. Their firm serves 2,087 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Terra Wealth charges an annual advisory fee based on the value of your portfolio, average daily balance, or a flat dollar fee. The maximum fee is 2.00%. Fees are negotiable based on the size and nature of the relationship, services rendered, and complexity of investments. For clients using external managers, fees are deducted from the client's account, and a portion is provided to Terra Wealth. Terra Wealth does not earn compensation from TAMPs and will only earn its investment advisory fee.
Location
Lititz, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Terra Wealth
Ae Financial Services, LLCBroker
Previous Registrations
Cape Securities INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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