Nathaniel Coleman is a registered investment advisor at Brownson, Rehmus & Foxworth, INC., based in Chicago, IL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 248 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brownson, Rehmus & Foxworth charges a base fee that is determined by a Principal and approved by the client. The fee is based on factors such as the amount and types of assets, complexity of services, service intensity, degree of custom work, time requirements, number of entities and family members served, ease of interaction, and travel requirements. The base fee typically varies from 0.15% to 1.00% of assets under management or advisement. The fee rate is generally lower for clients with higher amounts of assets and higher for clients with lower amounts of assets. Minimum annual fees tend to start at $25,000.
Location
227 West Monroe Street, Suite 1800, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathaniel owns Nathan Coleman Art, a sole proprietorship creating custom art commissions and prints, since March 2021. He spends a few hours per week on this activity, primarily during nights and weekends.
Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
Previous Registrations
Fsc Securities CorporationBroker
State Registrations1 state
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