Nathaniel
Burt
Epic Trust Investment Advisors LLC
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About this Advisor
Nathaniel Burt is a personal financial specialist who works in Richland, Washington who has 1 year of relevant experience. Burt is on the advisory team at Epic Trust Investment Advisors LLC. During their career, the advisor has held roles at Epic Trust Financial Group, Burt Tax And Accounting, Clearwater Analytics, Boise State University and Teach For America. Burt is registered to advise clients in Washington. Epic Trust Investment Advisors LLC is a company based out of Richland, WA. It has a total of six financial advisors. It oversees $249 million in assets across its 1,768 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,768 customer accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Epic Trust Investment Advisors LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on the services provided. Fee types billed by Epic Trust Investment Advisors LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Epic Trust Investment Advisors LLC Brokerage Details
$248,895,688
6
1,768
$140,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathaniel Burt Work History
Nathaniel has been registered as a financial advisor for 1 years.*
Epic Trust Financial Group
Burt Tax And Accounting
Clearwater Analytics
Boise State University
Teach For America
*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 Nathaniel Burt 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 Epic Trust Investment Advisors LLC
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
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