Kimberly Nelson
Kimberly Nelson is a CFA-designated registered investment advisor at Coastal Bridge Advisors, based in Los Angeles, CA, with 21 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,997 clients with $5B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.
Fee Estimator
Location
1800 Century Park East, Ste 1600, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2016Customer Dispute
August 2016Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
UBS Financial Services INC.
Oppenheimer & CO. INC.
Morgan Stanley
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.
Exams
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