Martin Nelson is a registered investment advisor at Martin Nelson & CO., INC., based in Seattle, WA, with 56 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 422 clients with $290M 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 $50K | 1.00% |
| $50K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable and calculated based on the average daily balance of the account.
Fee Estimator
Location
1500 Westlake Ave N. Ste 200, Seattle, WA, 98109-3031
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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 →Other Business Activities
Martin is a managing partner at MON LLC Commercial Buildings and Marina since 2002, dedicating about a quarter of his time. He also serves as a trustee for multiple trusts, including the Martin O. Nelson 1985 Trust, the Martin Nelson & Co Employees Profit Sharing Trust, the Carolyn Gray Trust, and the Geriane Strong Trust, and as executor of the Estate of Janet Broudy, spending a few hours per week on each.
Employment History
Current Registrations
Martin Nelson & CO., INC.
Martin Nelson & CO., INC.Broker
State Registrations11 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.
Exams
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