SK
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
2,058 clients
Average Client Portfolio
$118K average
Assets Under Management
$242.5M
Fee Structure
Minimum Investment:$5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are limited to 1.0% annually depending on the size and complexity of Client relationship. Fees may be negotiable at the discretion of NSI.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Investment advisory fees are based on the market value of assets under management and are limited to 1.0% annually, depending on the size and complexity of the client relationship. Fees are paid monthly, in advance, and may be negotiable. A minimum account size of $5,000 is generally required.
Areas of Practice
Investment Management
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Advisor Information
Office location
Fort White, FL
Get directionsRegulatory History (1)
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Criminal
March 1971Final Disposition
Employment History
Current Registrations
Wealth Asset Managers
June 2003 - Present · 22 yrs 7 mos
Nelson Securities,inc.
December 1993 - Present · 32 yrs 1 mo
Nelson Securities,inc. Broker
December 1993 - Present · 32 yrs 1 mo
Previous Registrations
Aragon Financial Services, INC.Broker
September 1992 - December 1993 · 1 yr 3 mos
The Great-West Life Assurance CompanyBroker
June 1990 - October 1991 · 1 yr 4 mos
Benefitscorp Equities, INC.Broker
February 1990 - October 1991 · 1 yr 8 mos
Ur Financial, INC.Broker
October 1989 - March 1990 · 5 mos
Security First Financial, INC.Broker
March 1982 - June 1995 · 13 yrs 3 mos
State Registrations43 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.