John Nelson is a registered investment advisor at Tag Wealth Advisors, based in North Oaks, MN, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 62 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAG Wealth Advisors offers several investment management options:
- Direct Asset Management: TAG charges up to 2.00% annually of the assets they manage. This fee may be negotiable.
- Envestnet Platform: The total bundled fee for the Envestnet platform will not exceed 2%, in addition to custodial fees. The exact fees will be disclosed in the Investment Advisory Agreement.
- Subadvisor Services: TAG uses subadvisors and charges up to 1.00% annually. The subadvisor, Stonebridge Capital Advisors, LLC, charges 0.65%. The total fee will not exceed 2.00%.
Location
North Oaks, MN
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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 ActivitiesSells Insurance
John is a senior partner and independent insurance agent for various independent insurance companies through TAG Insurance Advisors LLC since 2012. This takes a few hours per week and involves trading.
Employment History
Current Registrations
Tag Wealth Advisors
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
Waddell & Reed, INC.Broker
State Registrations2 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.