Nathan Parkins is a registered investment advisor at Concordia Wealth Planning, LLC, based in Elmhurst, IL, with 6 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 63 clients with $48M 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 | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Elmhurst, IL
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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.
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Nathan is President and CCO of MoLei Financial, a financial planning firm, and a Wealth Planner at Concordia Wealth Planning, LLC. He also serves as President of FinCap Advisors LLC, a consulting business, and CCO of Cryptail Corp, a PetTech company, dedicating full-time hours to the latter.
Employment History
Current Registrations
Concordia Wealth Planning, LLC
Previous Registrations
Molei Financial
State Registrations3 states
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