Brett Nelson
Brett Nelson is a registered investment advisor at Kensington Financial Group, INC., based in Winston-Salem, NC, with 22 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 769 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable.
Fee Estimator
Location
110 Oakwood Dr, Suite 420, Winston-Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kensington Financial Group, INC.
State Registrations1 state
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