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Nelson Sebra

Insight Folios
14 Years of Experience
West Jordan, UT
View SEC Summary
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Nelson Sebra is a registered investment advisor at Insight Folios, based in West Jordan, UT, 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.

Insight Folios
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,228 clients
Average Client Portfolio
$270K average
Assets Under Management
$331.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K2.59%
$1.0M - $2.0M2.45%
$2.0M - $5.0M2.30%
$5M+2.30%

Asset-based fees are negotiable at INS's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9089 S 1300 W #100, West Jordan, UT, 84093

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History

Regulatory History
Clean regulatory record

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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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
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Symetra Securities, INC.Broker
January 2016 - September 2017 · 1 yr 8 mos
Strategic Wealth Advisors Group
July 2014 - October 2014 · 3 mos
LPL Financial LLCBroker
June 2014 - October 2014 · 4 mos
Forethought Distributors, LLCBroker
December 2006 - June 2014 · 7 yrs 6 mos
Nationwide Investment Services CorporationBroker
March 2005 - December 2006 · 1 yr 9 mos
Wm Funds Distributor, INC.Broker
February 2003 - February 2005 · 2 yrs
Wm Financial Services, INC.Broker
September 2001 - October 2001 · 1 mo
State Registrations3 states
LATXUT
Advisor

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
No exam information available for this advisor.
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