NF
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Nathan Fox
15 Years of Experience
Portsmouth, NH
4 DisclosuresSells Insurance
Nathan Fox is a registered investment advisor at F3 Capital, based in Portsmouth, NH, with 15 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 103 clients with $27M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
103 clients
Average Client Portfolio
$259K average
Assets Under Management
$26.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
155 Fleet Street, Suite 5, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (4)
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Regulatory
August 2020Final
Employment Separation After Allegations
June 2020Employment Separation After Allegations
April 2009Criminal
October 2004Final Disposition
Other Business ActivitiesSells Insurance
Nathan operates F3 Capital LLC as an insurance agent. He spends about half his time on this business, which began in June 2020.
Employment History
Current Registrations
F3 Capital
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
February 2015 - June 2020 · 5 yrs 4 mos
MML Investors Services, LLCBroker
August 2009 - March 2015 · 5 yrs 7 mos
Pruco Securities, LLC.Broker
March 2009 - April 2009 · 1 mo
State Registrations4 states
MAMENHTX
Advisor
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.
Exams
No exam information available for this advisor.