CE
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
12555 High Bluff Drive, Suite 390, San Diego, CA, 92130
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Nelson Securities,inc. Broker
June 2023 - Present · 2 yrs 7 mos
Wealth Asset Managers
September 2021 - Present · 4 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.