TrueAdvisor
TrueAdvisor
NC
CFP
NC
CFP

Nancy Congdon

Blue Water Wealth
35 Years of Experience
Reno, NV
Sells Insurance
View SEC Summary
View SEC Summary

Nancy Congdon is a CFP-designated registered investment advisor at Blue Water Wealth, based in Reno, NV, with 35 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 404 clients with $470M in assets under management.

Blue Water Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
404 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$472.8M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $10.0M0.75%
$10M+0.50%

Curated management accounts may be subject to an additional fee of up to 0.25% per annum. Fees are negotiable on an individual basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Reno, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nancy works as an independent insurance agent for various independent insurance companies since 2012. This takes a few hours per week, with minimal time during trading hours.

Employment History
Current Registrations
Blue Water Wealth
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
August 2012 - June 2019 · 6 yrs 10 mos
Ameriprise Financial Services, INC.
January 2012 - July 2012 · 6 mos
Ameriprise Financial Services, INC.
October 2006 - December 2008 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
May 1991 - August 2012 · 21 yrs 3 mos
Ids Life Insurance CompanyBroker
May 1991 - July 2006 · 15 yrs 2 mos
State Registrations4 states
NVORTXWA
Advisor

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
No exam information available for this advisor.
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