Nathan Boyer is a registered investment advisor at Independent Financial Partners, based in Oregon, OH, with 4 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
715 S. Coy Rd., Suite A, Oregon, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is the Director of Operations at Stirling Capital, dedicating full-time hours to this investment-related role. He also owns Stirling Capital Tax & Accounting Services, spending about 10-20% of his time preparing and submitting tax returns.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Ifp Securities, LLC
State Registrations1 state
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