Joel Garris
Joel Garris is a CFP-designated registered investment advisor at Nelson Advisory Services, INC., based in Winter Park, FL, with 27 years of industry experience. Joel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NAS offers investment management services where fees are a percentage of the value of your portfolio. The actual fee is negotiated and can be a single rate or tiered. Fees are paid quarterly.
The following fee ranges generally apply:
- $0 - $999,999: 1.5% - 1.8%
- $1,000,000 - $2,499,999: 1.0% - 1.5%
- $2,500,000 and above: Negotiable
Location
423 Country Club Dr., Winter Park, FL, 32789
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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
Nelson Advisory Services, INC.
Nelson Ivest Brokerage Services, INC.Broker
Previous Registrations
Nelson Investment Planning Services, INC.
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.