Clint Nelson
Clint Nelson is a CFP-designated registered investment advisor at Prime Capital Financial, based in Wayzata, MN, with 18 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
1905 Wayzata Blvd, Suite #230, Wayzata, MN, 55391
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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.