Daniel Nelson
Daniel Nelson is a registered investment advisor at International Assets Investment Management, LLC, based in Evans City, PA, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,961 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAIM charges an annual asset-based investment advisory fee up to 3.00%, negotiated between the client and the investment advisor representative (IAR). The fee depends on factors like the size of the relationship, inclusion/exclusion of transaction fees, and complexity of services. Fees are typically based on the market value of assets under management at the end of the prior month or quarter, but may be offered as a fixed quarterly fee. Clients also pay transaction fees for each trade, including no-transaction-fee mutual funds. IAIM may recommend third-party asset managers (TPAMs), in which case the client's overall fees will include IAIM's fee plus the TPAM's fees.
Location
1525 Evans City Road, Evans City, PA, 16033
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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 ActivitiesSells Insurance
Daniel is a general partner in the Nelson Lamposki Family LTD Partnership, overseeing investments and taxes, which takes minimal time. He is also a co-owner of Nelson Financial Services, his advisory and insurance practice, dedicating nearly full-time hours, and an agent providing fixed insurance through Underwriters Brokerage, spending a few hours per week. Finally, he is a board member of Nelson Charitable Foundation, spending minimal time.
Employment History
Current Registrations
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations24 states
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.