Jeffery
Nauta
Henrickson Nauta Wealth Advisors, Inc
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About this Advisor
Jeffery Nauta is a financial advisor operating in Belmont, Michigan who has 14 years of industry experience. Nauta is currently employed by Henrickson Nauta Wealth Advisors, Inc. During their career, the advisor has held roles at Triad Advisors, Inc and Vision Capital Partners, Inc. Nauta maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia, Michigan and Texas. Henrickson Nauta Wealth Advisors, Inc is an advisory business operating out of Belmont, MI. It oversees $433 million in assets between its 1,388 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 1,388 client accounts, 40% are held by high-net-worth investors who have at least $1 million in investable assets. Henrickson Nauta Wealth Advisors, Inc provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Fees for financial management largely are based on which service is offered. Fees billed by Henrickson Nauta Wealth Advisors, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Henrickson Nauta Wealth Advisors, Inc Brokerage Details
$433,360,329
11
1,388
$312,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Jeffery Nauta Work History
Jeffery has been registered as a financial advisor for 14 years.*
Triad Advisors, Inc
Vision Capital Partners, Inc
*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 Jeffery Nauta 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 Henrickson Nauta Wealth Advisors, Inc
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
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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