Nathan Pesch is a CFP-designated registered investment advisor at Drivenwealth, LLC, based in East Lansing, MI, with 11 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. Their firm serves 34 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1000K - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Schedule I (Individuals, High Net Worth Individuals, Corporations & Business Entities). Fees are non-negotiable; however, you may aggregate assets to achieve a lower fee. Fee Schedule II (Friends and Family): - **$0 - $999,999:** 0.75% per year - **$1,000,001 - $3,000,000:** 0.65% per year - **$3,000,001 - $10,000,000:** 0.50% per year - **$10,000,001 & above:** 0.25% per year
Fee Estimator
Location
3496 E Lake Lansing Road, Suite 120, East Lansing, MI, 48823
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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 50% owner of Hometown Childcare Center with his spouse, but does not receive compensation or materially participate in daily operations. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Drivenwealth, LLC
Previous Registrations
Aspire Wealth
Cg Advisory Services
Plante Moran Financial Advisors
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.