AN
CFA · CFP

Adam Tyler Nelson

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

United Capital historically offered wrap fee pricing, which covers an annual advisory fee, operational costs, and execution charges. The maximum annualized rate for the wrap fee is 2.25%. Clients also pay other fees, including embedded product fees, custodian fees, and SEC fees. The wrap fee may vary depending on several factors and is generally determined at the time of initial investment. Wrap fee accounts are no longer available to new clients.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

601 Union Street, Ste 5301, Seattle, WA, 98101

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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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Employment History
Current Registrations
United Capital Financial Advisors
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Bbjs Financial Advisors, LLC
July 2017 - May 2024 · 6 yrs 10 mos
Edward Jones
June 2010 - March 2011 · 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Adam Tyler Nelson - Financial Advisor | AdvisorDiscover