Nathan Brickley is a registered investment advisor at Brickley Wealth Management, based in San Francisco, CA, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 194 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
San Francisco, CA
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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 Activities
Nathan is a CPA at Brickley & Company CPA Inc., providing tax preparation and accounting services. This investment-related activity takes about a quarter of Nathan's time.
Employment History
Current Registrations
Brickley Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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