Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Whitman is an Investment Advisor Representative at The NLW Capital Group LLC. Nathaniel has been in the industry since August 2017. He specializes in Financial Planning, Portfolio Management for Individuals and Businesses. Nathaniel Whitman holds a Series 65 license. The NLW Capital Group LLC, which is based in Baltimore, MD, specializes in Financial Planning, Portfolio Management for Individuals and Businesses and Business Consulting. They have 76 client accounts and manage $9,254,970 in total assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of annual revenue
1
2
MD
09/22/2023 - Present
THE NLW Capital Group LLC (Baltimore MD)
IA
Issued 01/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Nathaniel Whitman is the right advisor for you? Invested Better is here to help.
