Advisor at Structured Wealth Management, Inc.
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Firm
Structured Wealth Management, Inc.
Location
Toledo, OH 43617
Credentials
Series 65, Series 66
Industry experience
5 years
Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Structured Wealth Management in 2025, he worked at the Toledo Metropolitan Area Council of Governments for seven years and at SWM Tax Inc for six years. Outside of advising, Reiter owns Integrated Tax & Accounting Solutions, a tax preparation and accounting business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm emphasizes individualized strategies using managed model portfolios, retirement distribution, and tax-efficient planning, supported by an in-house tax practice and a focus on client education.
Based on Structured Wealth Management, Inc.
Based on Structured Wealth Management, Inc.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.60%
Commission-based compensation may occur for insurance products; fees are separate from AUM fees.
Account minimum: $250,000
2778 Centennial Road, Ste A
Toledo, OH 43617
Ohio
Structured Wealth Management
2025 - Present (1 year)
Toledo Metropolitan Area Council of Governments
2017 - 2024 (7 years)
SWM Tax Inc
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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