Wealth Asset Managers
Assets Under Management
$242.5M
Number of Clients
2,058
Number of Advisors
9
Average Client AUM
$118K
AUM per Advisor
$26.9M
Compensation
Fee-Only (AUM)
About This Firm
Nelson Securities, Inc. provides investment management services for individuals, high net worth individuals, families, profit-sharing plans, trusts, estates, and small businesses. They use a multi-asset class and multi-manager approach, investing exclusively in high quality, low-expense Exchange Traded Funds (ETFs).
Fee Structure
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
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
Location
9718 N Morton Ct, Spokane, WA, 99218