Nathan
Fischer
Strategic Wealth Partners, LTD
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About this Advisor
Nathan Fischer is a chartered financial analyst working out of Independence, Ohio with 2 years of industry experience. Fischer works at Strategic Wealth Partners, LTD. During their career, Fischer has held roles at Strategic Wealth Partners, Wesbanco, Allerion Asset Management and Jeffrey Slocum & Associates. Fischer can work in Ohio. Strategic Wealth Partners, LTD is a business operating out of Independence, OH. The company has offices in eight locations and a total of 20 employees. It handles $796 million in total assets among its 2,393 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,393 customer accounts, 54% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Financial management fee schedules typically depend on which service is provided. However, fees charged by Strategic Wealth Partners, LTD most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners, LTD Brokerage Details
$795,833,306
20
2,393
$332,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nathan Fischer Work History
Nathan has been registered as a financial advisor for 2 years.*
Strategic Wealth Partners
Wesbanco
Allerion Asset Management
Jeffrey Slocum & Associates
*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 Fischer 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 Strategic Wealth Partners, LTD
Independence, OH
Fulton, MD
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
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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