Nathaniel Simkins is a registered investment advisor at Platform Technology Partners, based in New York, NY, with 3 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 771 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PTP generally charges an annual fee based on a percentage of the average daily value of the assets being managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The fee is charged monthly or quarterly, in arrears, based on the average daily value of the assets. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. PTP may invest client assets in private funds managed by PTP, which also incur asset-based management fees and potentially performance-based fees.
Location
475 Fifth Ave, Suite 1501, New York, NY, 10017
Get directionsHistory
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
Nathaniel is the President of Blue Beech, LLC, a real estate investment company, and Horse Creek Trust, a community redevelopment entity. He also works as an Associate at Ursula Capital Partners and an ESG Investment Strategist at Monarch Private Capital, spending about half his time on Blue Beech, about 10-20% of his time on Horse Creek Trust, a few hours per week on Ursula Capital Partners, and about a quarter of his time on Monarch Private Capital.
Employment History
Current Registrations
Platform Technology Partners
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.