Nathaniel Yurica is a registered investment advisor at The Institute, based in Denver, CO, with 11 years of industry experience. Nathaniel 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 817 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Location
9878 W. Belleview Ave., #2306, Denver, CO, 80123
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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.
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Nathaniel is the CEO of Yurica Wealth Management S-Corp, which is a DBA for his IAR activities. He spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
The Institute
Previous Registrations
Institute for Wealth Advisors, INC.
International Assets Advisory, LLCBroker
Capital Guardian, LLCBroker
Concert Wealth Management
Lantern Investments, INC.Broker
State Registrations1 state
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.