Steven Nelson is a CFA-designated registered investment advisor at Prairiewood Wealth Management, based in Fargo, ND, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 244 clients with $370M 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% |
Fees generally range between 0.5% and 1.5% based on client complexity and portfolio size, and the average fee declines as assets increase. A minimum fee may be implemented.
Fee Estimator
Location
3175 Sienna Dr S, Ste 100, Fargo, ND, 58104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is a member of East Valley Capital, LLC (EVC), a freight bill factoring business, where he handles risk management and accounting, dedicating minimal time. He also owns a passive real estate investment in Harness MHP LLC, reviewing financials and performance, dedicating minimal time.
Employment History
Current Registrations
Prairiewood Wealth Management
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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