Nathan Hopkins
Nathan Hopkins is a registered investment advisor at Iron Link Capital LLC, based in Pittsburgh, PA, with 17 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 32 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees depending on the account value, investment style and types of securities used. Client fees will not exceed 3% of assets under management when Sub-Advisors are used.
Fee Estimator
Location
Pittsburgh, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is an insurance agent selling fixed insurance products through Iron Link Capital LLC since 2022. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Iron Link Capital LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Dunmoyle Capital Advisors, LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.