Daniel Alexander Nelson
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAIM's asset-based investment advisory fees are charged at an annual rate up to 3.00%, depending on the relationship size, inclusion/exclusion of transaction fees, and service complexity. Fees are negotiated between the client and the IAR. IAIM does not maintain a static fee schedule. Financial planning services are offered based on assets, hourly (up to $500/hour), or as a fixed engagement fee. Retirement plan advisory fees range up to 3.00% annually and may be negotiable depending on the plan's size and complexity.
Areas of Practice
Advisor Information
Office location
1525 Evans City Road, Evans City, PA, 16033
Get directionsRegulatory 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
Daniel is a general partner in the Nelson Lamposki Family LTD Partnership, overseeing investments and taxes, which takes minimal time. He is also a co-owner of Nelson Financial Services, his advisory and insurance practice, dedicating nearly full-time hours, and an agent providing fixed insurance through Underwriters Brokerage, spending a few hours per week. Finally, he is a board member of Nelson Charitable Foundation, spending minimal time.