Nathan Quilter is a registered investment advisor at Retirement Strategies, LTD., based in Dublin, OH, with 9 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 419 clients with $270M 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 | 1.20% |
| $100K - $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.70% |
| $750K - $1.2M | 0.60% |
| $1.3M - $2.2M | 0.50% |
| $2.3M+ | 0.40% |
Fees are negotiable. Clients whose assets were managed prior to July 2012 may have different fees.
Fee Estimator
Location
5060 Parkcenter Ave., Suite A, Dublin, OH, 43017
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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 Activities
Nathan is a presenter for the Central Ohio Professional Education Council (COPEC), a non-profit organization offering educational opportunities regarding personal finance. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Retirement Strategies, LTD.
State Registrations1 state
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