Brandon Nachman
Advisor at AssetMark, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AssetMark, Inc.
Location
Phoenix, AZ 85012
Credentials
Series 65, Series 66
Industry experience
18 years
About
Brandon Nachman is a financial advisor with AssetMark, Inc. in Phoenix, AZ, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Securities America, Inc., Surevest Wealth Management, and Crown Capital Securities, LP. He currently serves as Gold Services Team Leader at AssetMark. AssetMark, Inc. is an SEC-registered investment adviser managing a multi-billion dollar platform that serves financial advisors, institutions, and individual clients. The firm offers a range of services including model portfolios, managed accounts, retirement plan services, and private markets solutions, combining proprietary strategies with access to third-party managers.
Client services
Based on AssetMark, Inc.
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on AssetMark, Inc.
Wealth management
Private / alternative investments
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
Location
3200 N Central Ave, 7th Floor
Phoenix, AZ 85012
Most active in
Brandon N has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
AssetMark Brokerage, LLC
2018 - Present (8 years)
Assetmark Financial Holdings, Inc.
2018 - Present (8 years)
Securities America, Inc.
2017 - 2017 (1 year)
Surevest Wealth Management
2007 - 2018 (11 years)
Crown Capital Securities, Lp
2007 - 2017 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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