Nathan Fierston is a CFP-designated registered investment advisor at Clearview Wealth Management, based in Charlotte, NC, with 3 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 136 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees listed are for standard clients. Immediate family members of Clearview Wealth Management associates pay different rates: 0.75% on balances up to $1,000,000, 0.50% on balances from $1,000,000 to $1,500,000, and 0.30% on balances over $1,500,000. Minimum annual fee of $5,000 applies to standard clients.
Fee Estimator
Location
6836 Carnegie Blvd., Suite 200, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Nathan is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.
Employment History
Current Registrations
Clearview Wealth Management
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
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