Nelson Mead
Nelson Mead is a CFA, CFP-designated registered investment advisor at Cornell Pochily Investment Advisors, INC., based in Ithaca, NY, with 8 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 555 clients with $650M 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 | 1.25% |
Annual fee varies up to 1.25% depending on the market value of assets under management and the type of investment services rendered. Fees are negotiable.
Fee Estimator
Location
2415 North Triphammer Road, Suite 1, Ithaca, NY, 14850-1094
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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
Cornell Pochily Investment Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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