Scott Nelson is a CFP-designated registered investment advisor at Sensible Investment Strategies, LLC, based in Phoenix, AZ, with 28 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 42 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sensible Investment Strategies is a fee-only advisor. The firm's fees are based on the value of your investments. The annual fee is charged quarterly. The standard annual percentage asset-based fee schedule is:
- Diversified Growth strategy: 1.00% of asset value
- Dividend Growth strategy: 1.00% of asset value
- Cash & Income strategy: 0.50% of asset value
- Client Driven account: 0% to 0.25% of asset value
Location
Phoenix, AZ
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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 →Other Business Activities
Scott is the sole member of Hit the Ball Better LLC (HTBB), which provides golf instruction. He spends a few hours per week on this activity, outside of normal securities trading hours.
Employment History
Current Registrations
Sensible Investment Strategies, LLC
Previous Registrations
Citigroup Global Markets INC.
State Registrations1 state
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