Steven Nelson
Steven Nelson is a CFA-designated registered investment advisor at Faith Investor Services, based in Dallas, TX, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 271 clients with $200M 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 | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable. Fees for not-for-profit and institutional clients are negotiable.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2003Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Steven owns commercial real estate and is involved in his wife's veterinary business, each requiring minimal time. He is also the CEO and lead portfolio manager of Capital Insight Partners, LLC, a registered investment advisor, dedicating about a quarter of his time, and is involved with Faith Investor Services, spending a few hours per week.
Employment History
Current Registrations
Faith Investor Services
Previous Registrations
Capital Insight Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 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.