Brooks Nelson is a CFA-designated registered investment advisor at Nelson Capital Management, LLC, based in Menlo Park, CA, with 12 years of industry experience. Brooks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 214 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Fees may be negotiable in multi-generational family relationships to apply a single rate that considers the sum total of family assets.
Fee Estimator
Location
545 Middlefield Road, Suite 200, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nelson Capital Management, LLC
Previous Registrations
Nelson Capital Management
State Registrations1 state
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