Eric Nelson is a CFP-designated registered investment advisor at Independence Wealth, based in Voorhees, NJ, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 103 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $750K | 1.35% |
| $750K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and subject to a minimum annual fee of $2,000 per household or $1,000 per account. The total fee will not exceed 2.00%.
Fee Estimator
Location
221 Laurel Road, Suite 180, Voorhees, NJ, 08043
Get directionsHistory
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
Eric is a life and health insurance agent, dedicating a few hours per week to sales and service.
Employment History
Current Registrations
Independence Wealth
Previous Registrations
Woloshin Investment Management, LLC
State Registrations2 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
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