David Nelson
David Nelson is a CFP-designated registered investment advisor at Daniels & Erickson Financial Advisors, LLC, based in Dallas, TX, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 62 clients with $190M 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 $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Fees may be negotiable on a case by case basis.
Fee Estimator
Location
5323 Spring Valley Rd, Suite 250, Dallas, TX, 75254
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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
David is a tax accountant and shareholder at Daniels & Erickson, P.C. since 2001, managing tax client relationships and preparing/reviewing tax returns, taking about half of his time.
Employment History
Current Registrations
Daniels & Erickson Financial Advisors, LLC
State Registrations1 state
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