Nathan Garofalo
Nathan Garofalo is a CFP-designated registered investment advisor at Hunter Associates LLC, based in Salem, OH, with 4 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,240 clients with $1.3B 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Clients with accounts opened prior to January 1, 2023, may pay lower historical fees. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
120 W. Second Street, Salem, OH, 44460
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 ActivitiesSells Insurance
Nathan works as a line cook at Mary's Pizza, spending about 10-20% of his time there, primarily on Saturdays. He also works as an independent insurance agent selling life, health, annuity, and disability income insurance products, dedicating a few hours per week to this role.
Employment History
Current Registrations
Hunter Associates LLC
Hunter Associates LLCBroker
State Registrations1 state
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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