Nathan Bauer
Nathan Bauer is a registered investment advisor at Pace Financial Advisors, based in Hillsboro, OR, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,351 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pace Financial Advisors charges an annual fee based on the value of your account, ranging from 0.50% to 2.00%. If you choose an investment strategy that uses options, there may be an additional fee of up to 0.25% per year. The firm may choose not to apply their fees to the cash value of your account. Fees are negotiable.
Location
421 SE Washington Street, Hillsboro, OR, 97123
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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 works as an independent insurance agent since January 2023, selling insurance and servicing existing contracts. This requires minimal time.
Employment History
Current Registrations
Pace Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Financial Advocates Investment Management
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Edward Jones
Edward JonesBroker
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.