Nathan Friend is a registered investment advisor at Friend Financial Group INC, based in Thornton, CO, with 1 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $1.4M 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 | 1.00% |
The annual fee is negotiable at the discretion of the advisor.
Fee Estimator
Location
12724 Elm Street, Thornton, CO, 80241
Get directionsHistory
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
Nathan works as an accountant at McGehee Davis & Associates, focusing on tax preparation, bookkeeping, and payroll. This activity takes nearly full-time hours, concentrated during trading periods.
Employment History
Current Registrations
Friend Financial Group INC
State Registrations1 state
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.