Nelson Baxley
Nelson Baxley is a registered investment advisor at Integrity Advisory Solutions, based in El Centro, CA, with 12 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
El Centro, CA
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Regulatory History (1)
Financial
August 2016Other Business ActivitiesSells Insurance
Nelson sells various life insurance products and fixed annuities through The Alliance Insurance Group, dedicating a few hours per week to this activity. He is also a licensed loan originator with Groves Capital, spending about 10-20% of his time assisting clients with mortgage financing.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
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.