Gregory Nelson is a ChFC-designated registered investment advisor at Soulence Wealth Management, based in Hurricane, UT, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 410 clients with $110M 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 | 2.00% |
Standard annual fee generally does not exceed 2.00% of assets under management. Actual fees are negotiable. Third-party manager fees are in addition to the base fee.
Fee Estimator
Location
Hurricane, UT
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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
Soulence Wealth Management
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management LLC
Brookstone Capital Management LLC
Nylife Securities LLCBroker
Park Avenue Securities LLCBroker
Princor Financial Services CorporationBroker
State Registrations1 state
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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