Kevin Nelson is a CFP-designated registered investment advisor at Corus Family Wealth Advisors, INC., based in Mckinney, TX, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Corporate Executives, Divorce Planning, and 6 more. Their firm serves 126 clients with $540M 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee of $20,000. Fees may be negotiable.
Fee Estimator
Contact
Kevin Nelson
Location
5900 South Lake Forest Dr., Suite 280, Mckinney, TX, 75070
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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
Corus Family Wealth Advisors, INC.
State Registrations1 state
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