NS
NS

Nathaniel Turner Simkins

3 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
771 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

475 Fifth Ave, Suite 1501, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
September 2022 - Present · 3 yrs 5 mos
State Registrations2 states
GANY
Advisor
Exams
No exam information available for this advisor.