Brian Nelson is a registered investment advisor at Jemma Financial Services, based in Baltimore, MD, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 348 clients with $150M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. Multiple household accounts can be combined to receive a lower tiered schedule fee.
Fee Estimator
Location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the founder and president of Harborside Sales Group, providing sales and marketing services, dedicating nearly full-time hours. He also provides strategic support to Jemma Investment Advisors, LLC and serves as President of Cromwell Investment Advisors, LLC, dedicating about a quarter of his time to each. Brian also has supervisory duties for Harborside through Foreside Fund Services, LLC.
Employment History
Current Registrations
Jemma Financial Services
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Foreside Fund Services, LLCBroker
Eulav Securities LLCBroker
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLCBroker
Mercantile Investment Services, INC.Broker
Vanguard Marketing CorporationBroker
Incap Securities, INC.Broker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations51 states
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