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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.
Fee Estimator
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 Investment Management, LLC
International Assets Advisory, LLCBroker
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.
Exams
More Advisors
- James NelsonInternational Assets Investment Management, LLC