Joseph Nelson
Joseph Nelson is a CFP-designated registered investment advisor at Emde Wealth Management LLC, based in Bloomfield Hills, MI, with 32 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 80 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
7 West Square Lake Road, Bloomfield Hills, MI, 48302
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Regulatory History
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
Emde Wealth Management LLC
Regulus Financial Group, LLCBroker
Regulus Financial Group, LLC
Previous Registrations
Aurora SecuritiesBroker
Secure Asset Management, L.L.C.
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Baron Capital, INC.Broker
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Kennedy, Cabot & CO.Broker
National Securities Network, INC.Broker
North American Capital CorporationBroker
State Registrations1 state
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