William Nelson is a registered investment advisor at Quattro Advisors L.L.C., based in Pittsburgh, PA, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 331 clients with $520M 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 range from 0.20% to 1.5% based on the value of your portfolio, per annum. Certain clients may have more favorable fee arrangements depending on the amount invested, including a flat annual fee.
Fee Estimator
Location
3495 Butler Street, Suite 100, Pittsburgh, PA, 15201
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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
William is the owner of Innova Management, LLC, a company involved in house renovations and property management since 2016. This activity takes about half of his time.
Employment History
Current Registrations
Quattro Advisors L.L.C.
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.