NG
NG

Nathan Andrew Garofalo

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,123 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$5M+0.60%

Hunter Associates may, in its sole discretion, deviate from this schedule for a particular client. Clients who opened their accounts prior to January 1, 2023, are generally subject to lower investment advisory fees and will pay the lesser of the fee that would be applicable to such account under the schedule above and the previous schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

120 W. Second Street, Salem, OH, 44460

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History

Regulatory History
Clean regulatory record

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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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
December 2022 - Present · 3 yrs 2 mos
Hunter Associates LLCBroker
August 2022 - Present · 3 yrs 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.