Nathan Rockwell is a registered investment advisor at Mhl Tamp, based in Reno, NV, with 4 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MHL TAMP charges a percentage of the assets it manages for you, called a "strategy fee." This fee covers designing investment models, due diligence, trading, and reporting. The amount you pay depends on the investment strategy you choose and the amount you invest. There is also a $15/month administrative fee.
Here are some examples of the annual strategy fees:
- ACCESS and Custom Investments: 0.68% (minimum $25,000)
- Fundamental (Diversified Alternative Investment Portfolios): 0.58% (minimum $50,000)
- Nexus (Diversified Alternative Investment Portfolios): 0.48% (minimum $100,000)
- Asymmetric (Diversified Alternative Investment Portfolios): 0.38% (minimum $250,000)
- Legacy (Diversified Alternative Investment Portfolios): 0.28% (minimum $1,000,000)
- Endowment (Diversified Alternative Investment Portfolios): 0.18% (minimum $5,000,000)
Location
3605 Grant Dr., Reno, NV, 89509
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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.
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Nathan is a Tax and Valuation Principal at Carefree Professional Practice Resources, LLC, spending full-time hours on tax and financial reporting as well as mergers and acquisitions within the dental industry. He also owns Rockwell Financial, PLLC, dedicating about 10% of his time to tax, dental office consulting, and business valuations, and receives a referral fee from TomiPlan, spending a few hours per week on this activity.
Employment History
Current Registrations
Mhl Investments
Mhl InvestmentsBroker
Everspire
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.