Max Nelson is a registered investment advisor at Bn Investment, LLC, based in Amazonia, MO, with 23 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $4.9M 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% |
The management fee and performance fee are negotiable. A performance-based fee may also apply for qualified clients, calculated annually as 10% of the net increase in the account's value.
Fee Estimator
Location
Amazonia, MO
Get directionsHistory
Regulatory History (2)
Regulatory
April 2010Regulatory
August 2009Other Business Activities
Max owns rental property. This activity is not investment-related.
Employment History
Current Registrations
Bn Investment, LLC
Previous Registrations
Wallstreet Electronica, INC.Broker
Brokersxpress LLCBroker
Investacorp, 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.