Nelson Sebra is a registered investment advisor at Insight Folios, based in Charlotte, NC, with 14 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,228 clients with $330M 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 $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
Fee Estimator
Location
10800 Sikes Place, Suite 110, Charlotte, NC, 28277
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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
Nelson owns two rental properties in Sacramento, CA, which are managed by a property management company. He spends minimal time on this activity, and it is not investment-related.
Employment History
Current Registrations
Insight Folios
Previous Registrations
Symetra Securities, INC.Broker
Strategic Wealth Advisors Group
LPL Financial LLCBroker
Forethought Distributors, LLCBroker
Nationwide Investment Services CorporationBroker
Wm Funds Distributor, INC.Broker
Wm Financial Services, INC.Broker
State Registrations3 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.