Barclay Nelson is a CFA, CFP-designated registered investment advisor at Birch Capital Management, LLC, based in Dallas, TX, with 15 years of industry experience. Barclay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $260M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
In certain circumstances clients may use a separate cash account for storing short-term funds. A fee of 0.25% may be charged on these portfolios as agreed upon between client and Advisor and calculated in a similar way as described above (without tiers). This cash account would not be aggregated with other longer-term investment portfolios in the tiered calculation described above but would be charged on a standalone basis apart from other assets.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barclay is a trustee for the Nelson Family Foundation and a director for the Margaret Irene Taylor Nelson and Mary Nelson Family Foundation and The Cloudstone Fund, all private foundations making grants. Barclay is also a managing member of Convergent Ground LLC, a real estate company; these activities each require minimal time.
Employment History
Current Registrations
Birch Capital Management, LLC
State Registrations1 state
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