Nathan Gertson is a registered investment advisor at Mackay Financial Planning, LLC, based in Springfield, MO, with 1 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 63 clients with $140M 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 $2.0M | Included |
| $2.0M - $3.0M | 0.20% |
| $3.0M - $5.0M | 0.15% |
| $5M+ | 0.10% |
The annual fee for ongoing agreements starts at $6,000 per year and is dependent on the scope of the engagement, total account size, number of accounts, and complexity of the client’s situation. Fees are negotiable in JMFPs sole discretion based on such factors as the composition of the client’s account and the relationship of the client with JMFP.
Fee Estimator
Location
2142 W. Chesterfield Blvd, E201, Springfield, MO, 65807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mackay Financial Planning, LLC
State Registrations2 states
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