Nathan Beauvais
Nathan Beauvais is a CFP-designated registered investment advisor at Sowa Financial Group, based in Lincoln, RI, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 572 clients with $520M 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 $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | Included |
Fees on amounts over $2,000,000 are as agreed upon. Existing clients may be offered a discounted rate.
Fee Estimator
Location
24 Albion Road, Suite 340, Lincoln, RI, 02865
Get directionsHistory
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 sells fixed insurance as an agent, dedicating minimal time to this activity. He also works as a freelance musician, including music performances and lessons, and plays in a band called Funky Submarine, but these activities are not investment-related.
Employment History
Current Registrations
Sowa Financial Group
Commonwealth Financial NetworkBroker
Previous Registrations
Commonwealth Financial Network
State Registrations5 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.