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Seth Nilson

14 Years of Experience
Stanwood, WA
1 DisclosureBroker

Seth Nilson is a registered investment advisor at Edward Jones, based in Stanwood, WA, with 14 years of industry experience. Seth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7104 265th Street N W, Suite 100, Stanwood, WA, 98292

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History

Regulatory History (1)
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Criminal
April 2001
Final Disposition
Employment History
Current Registrations
Edward Jones
October 2012 - Present · 14 yrs
Edward JonesBroker
September 2012 - Present · 14 yrs 1 mo
State Registrations18 states
AZCACTFLIDKSLAMEMIMTNCNMORPATXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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