NS

Nathaniel Roman Silva

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

Financial Plan Fee:$0 - $75,000

Fees for portfolio management range from 0% to 2.50% annually, based on the market value of assets under management, service complexity, and administration level. Financial planning fees are fixed and range from $0 to $75,000, depending on the plan's complexity and scope. General consulting fees are fixed and determined on a case-by-case basis, depending on the scope and complexity of the services provided. Advisory fees are negotiable.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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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.

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Employment History
Current Registrations
The Norden Group LLC
March 2024 - Present · 1 yr 10 mos
State Registrations2 states
CAUT
Advisor
Exams
No exam information available for this advisor.
Nathaniel Roman Silva - Financial Advisor | AdvisorDiscover