NB
CFA · CFP

Nathan Michael Bailey

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
414 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

For Wealth Management accounts, the standard fee schedule is 1.00% per year on all assets managed. Fees are billed quarterly in arrears. Clients may be billed directly or authorize direct debit from their accounts. Fees are prorated for capital contributions and withdrawals greater than 5% of the account value. Accounts initiated or terminated during a quarter will be charged a prorated fee.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Loading...

Advisor Information

Office location

221 East 4th Street, Suite 2850, Cincinnati, OH, 45202

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Opus Capital Management
June 2017 - Present · 8 yrs 7 mos
State Registrations9 states
CAFLILINKYMINYOHTX
Advisor
Exams
No exam information available for this advisor.