Advisor at Yule Creek Wealth Management, LLC
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Firm
Yule Creek Wealth Management, LLC
Location
Carbondale, CO 81623
Credentials
CFA®
Industry experience
3 years
Nathaniel Kaup is a CFA charterholder with three years of industry experience. He is currently with Yule Creek Wealth Management, LLC and has prior experience at M. Austin Investments, Equus Private Wealth Management, and Credit Suisse AG. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices. The firm combines low-cost, index-based ETFs with an active fixed-income program and employs both strategic and tactical asset allocation, emphasizing municipal-bond expertise and hands-on issuer due diligence.
Based on Yule Creek Wealth Management, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Fee-only: Management fees based on tiered AUM rates as above; no commissions or performance fees.
502 Main Street
Carbondale, CO 81623
Colorado
M. Austin Investments, LLC
2022 - Present (4 years)
Equus Private Wealth Management, LLC.
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Credit Suisse AG
2017 - 2021 (4 years)
Unemployed
2016 - 2017 (1 year)
Northeastern University
2012 - 2016 (4 years)
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Other specialized services
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