Martin Nelson is a registered investment advisor at Martin Nelson & CO., INC., based in Seattle, WA, with 55 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable and may change as the value of the portfolio changes. Some clients may pay higher or lower fees than other clients depending on the size of the account, the amount of time a client has had an account with us, the total amount of business the client conducts with us and other relevant considerations.
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.
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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
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