Nathan Coffey
Nathan Coffey is a CFP-designated registered investment advisor at Cedar Mountain Advisors, LLC, based in Tigard, OR, with 13 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 890 clients with $1.2B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees for amounts over $5 million are negotiable. A minimum annual fee of $500 applies.
Fee Estimator
Location
7175 SW Beveland St, Ste 110, Tigard, OR, 97223
Get directionsHistory
Regulatory History (1)
Criminal
March 2015Other Business Activities
Nathan is the President of Tax Matters, Inc., providing tax preparation and consultation services. This occupies nearly all of Nathan's time.
Employment History
Current Registrations
Cedar Mountain Advisors, LLC
Previous Registrations
Securities America, INC.Broker
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.
Exams
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