Nathan
Billigmeier

Towerpoint Wealth, LLC

CRD#5750851
Investment Advisor
in Sacramento, CA

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About this Advisor

Nathan Billigmeier is a financial advisor operating out of Sacramento, California who has 5 years of industry experience. Billigmeier is an employee of Towerpoint Wealth, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Towerpoint Wealth, LLC and Purshe Kaplan Sterling Investments. Billigmeier maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Towerpoint Wealth, LLC is a registered investment company operating out of Sacramento, CA. It has $357 million in assets under management across its 1,253 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 1,253 customer accounts, 34% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely depend on the type of services. Fees charged by Towerpoint Wealth, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Capitol Mall Suite 1060
Sacramento, CA 95814

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Towerpoint Wealth, LLC Brokerage Details

Total Assets Under Management

$356,589,557

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

1,253

CA Average: 3,727
Average Account Size

$284,589

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nathan Billigmeier Work History

Nathan has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Towerpoint Wealth, LLC

2019 - 2021 (2 years)

Purshe Kaplan Sterling Investments

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathan Billigmeier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Towerpoint Wealth, LLC

Jonathan Laturner
Sacramento, CA
Steven Pitchford
Sacramento, CA
Nathan Billigmeier
Sacramento, CA
Joseph Eschleman
Sacramento, CA
Megan Miller
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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