Nathan Beck is a registered investment advisor at Go Invest LLC, based in West Jordan, UT, with 7 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,277 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
The asset-based fee varies per plan or account; all fees are detailed in your fee disclosure. Published fees are negotiable at the plan level.
Fee Estimator
Location
8427 Old Bingham Hwy, Suite A, West Jordan, UT, 84088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is the Chief Technology Officer of VeroDynamic LLC, an information systems management firm, taking up nearly full-time hours. He also serves as Chief Technology Officer for ProShare International, an e-commerce consulting firm, and as a board member for Udder Joy Creamery, a food truck business, dedicating minimal time to each.
Employment History
Current Registrations
Go Invest LLC
State Registrations1 state
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