Eric Nelson
Eric Nelson is a CFA-designated registered investment advisor at Servo Wealth Management LLC, based in Oklahoma City, OK, with 23 years of industry experience. Eric 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 83 clients with $150M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Clients utilizing Betterment for Advisors for investment management services will be subject to fees charged by both Servo and Betterment for Advisors. Servo charges: Up to $2,000,000: 0.85%, $2,000,001 to $10,000,000: 0.35%, Above $10,000,000: 0.10%. Betterment for Advisors also charges a platform fee of 0.15%.
Fee Estimator
Location
1000 W Wilshire, Ste 315, Oklahoma City, OK, 73116
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Employment History
Current Registrations
Servo Wealth Management LLC
Previous Registrations
Equius Partners, INC.
Burns Advisory Group
Charles Schwab & CO., INC.
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.