Matthew Nelson
Matthew Nelson is a registered investment advisor at Gulf Coast Financial Advisors LLC, based in Fair Oaks, TX, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 148 clients with $27M 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 $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Full-service fee includes both investment management and financial planning services. GCFA does not generally offer investment management services independent of financial planning services. GCFA reserves the right to exercise discretion in making exceptions to its fee arrangements or negotiating special fee agreements when deemed appropriate.
Fee Estimator
Location
Fair Oaks, TX
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2021Regulatory
January 2013Customer Dispute
December 2011Customer Dispute
January 2008Criminal
June 2004Criminal
August 1995Other Business ActivitiesSells Insurance
Matthew is involved with the Boerne Chamber of Commerce, the Boerne Public Library FDN, and the Kendall County Economic Development Corp. He is also an insurance agent selling fixed insurance products through PCRM, LLC, dedicating a few hours per week, and a member of CHHSZ Holdings, LLC, spending minimal time. Finally, Matthew is a member of XCEL Business Brokerage and Consulting, LLC, spending about 10-20% of his time working with individuals/companies on exit planning.
Employment History
Current Registrations
Gulf Coast Financial Advisors LLC
Previous Registrations
Prime Capital Financial
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.Broker
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
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.