Nathaniel Skelly is a CFP-designated registered investment advisor at Financial Pathway LLC, based in Wesley Chapel, FL, with 7 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 99 clients with $13M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Wesley Chapel, FL
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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
Nathaniel works as a guide/host for Land of the Bible Tours, coordinating travel arrangements and hosting a tour of Israel once a year. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Financial Pathway LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 states
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