Nathaniel Birkholz is a registered investment advisor at Dew Wealth Management, based in Scottsdale, AZ, with 4 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 246 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dew Wealth Management offers investment management services that can be combined with other service offerings. The annual fee for investment management is a percentage of your portfolio, and the specific rate depends on the program you choose:
- Wealth Builder clients: 0.40% per year
- Wealth Accelerator clients: 0.35% per year
- Virtual Family Office clients: 0.30% per year
- Maintenance Mode clients: 0.40% per year
If your portfolio is managed by an independent investment manager, you may incur additional fees as detailed in their materials.
Location
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260
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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 →Employment History
Current Registrations
Dew Wealth Management
Previous Registrations
Discipline Advisors, INC.
Concorde Investment Services, LLCBroker
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.