Christopher Nelson is a CFA-designated registered investment advisor at Nelson Capital Advisors, based in Orono, ME, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nelson Capital Advisors' fees are negotiated annually and based on the total assets of the bank, as reported in the most recent quarter-end statement. Fees are billed monthly in arrears via invoice. The maximum annual fee is:
- Less than $500 million: $40,000
- $500 million - $1 billion: $55,000
- $1 billion - $1.5 billion: $70,000
- $1.5 billion - $2 billion: $85,000
- $2 billion or greater: Negotiable
Location
Orono, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the President of Bond Investment Mentor, LLC, which provides impersonal education services on fixed income securities. Christopher spends less than half of his time on this business.
Employment History
Current Registrations
Nelson Capital Advisors
State Registrations2 states
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