Jeffrey Nielson
Jeffrey Nielson is a CFP-designated registered investment advisor at Avenues Wealth, LLC, based in Winter Park, FL, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 66 clients with $69M 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 $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Location
311 W. Fairbanks Avenue, Suite 201, Winter Park, FL, 32789
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is a licensed insurance agent selling fixed insurance products and may offer these to clients, creating a potential conflict of interest. He also serves as a trustee for Izoro Property Trust, managing leased land in Texas, dedicating minimal time to this role.
Employment History
Current Registrations
Avenues Wealth, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Walnut Street Securities, INC.Broker
The Advisors Group, INC.Broker
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.