Edward Nelson is a ChFC-designated registered investment advisor at Clear Trace, LLC, based in Pewee Valley, KY, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 51 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Clear Trace offers ongoing wealth planning and investment management services, charging either a flat annual retainer fee or a percentage of your investments. The method is agreed upon with the client and can be changed if circumstances change. The minimum flat retainer fee is $10,000 annually, so clients with less than $1,000,000 of investment assets will generally be assessed an asset-based percentage fee. The annual fee varies between 0.15% and 1.25% of the asset value. Discounts are applied as the value of assets increases. There is a minimum Investment Management Fee of $250 per quarter.
Location
Pewee Valley, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clear Trace, LLC
State Registrations2 states
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