Clint Nelson
Clint Nelson is a CFP-designated registered investment advisor at Prime Capital Financial, based in Wayzata, MN, with 19 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
1905 Wayzata Blvd, Suite #230, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2019Other Business ActivitiesSells Insurance
Clint is involved in several outside business activities, including health and life insurance sales, which take up about 10-20% of his time. He also participates in organizations like CMMA and Tri-State Manufacturers Association, and owns Ramsey Lake Builders, dedicating minimal time to each.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Private Client Services, LLCBroker
Lawing Financial INC
Cambridge Investment Research, INC.Broker
New England SecuritiesBroker
State Registrations1 state
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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