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Nathaniel Patrick Green

Investment Adviser Representative at FOSTER & MOTLEY INC

Cincinnati, OHCRD #8013176Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Ohio

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Wealth Management - First $2M1.00%
Wealth Management - Next $3M0.75%
Wealth Management - Next $5M0.50%
Wealth Management - Above $10M0.25%
Institutional - First $1M1.00%
Institutional - Next $3M0.75%
Institutional - Next $6M0.50%
Institutional - Above $10M0.25%
Account minimum: $2,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Foster & Motley Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FOSTER & MOTLEY INCCurrent
12/26/2024Cincinnati, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathaniel Patrick Green has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Nathaniel Patrick Green - Financial Advisor in Cincinnati, OH | AdvisorFinder