Donna Erickson-Nelson
Donna Erickson-Nelson is a registered investment advisor at Westchester Capital Management INC, based in Omaha, NE, with 28 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 467 clients with $560M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.35% |
Fees are negotiable for accounts over $20,000,000. New accounts receive a fee reduction for the quarter in which account inception occurred. There are scenarios for which Westchester Capital Management, Inc. will not bill on certain securities held in the account.
Fee Estimator
Location
801 North 96th Street, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Westchester Capital Management INC
State Registrations2 states
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