William Nelson
William Nelson is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Las Vegas, NV, with 22 years of industry experience. William 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, Insurance Planning, and 3 more. Their firm serves 1,724 clients with $590M 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 | 2.00% |
Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.
Fee Estimator
Location
Las Vegas, NV
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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
William is the Chief Investment Officer & Investment Advisor Representative of Financial Gravity Asset Management, Inc. This is a full-time commitment, with over 50 hours per month during trading hours.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Financial Gravity Asset Management, INC.
Previous Registrations
Forta Financial Group, INC.
Eqis Capital Management
State Registrations21 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.
Exams
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