Michael Nelson is a CFA-designated registered investment advisor at RBC Rochdale, LLC, based in Manhasset, NY, with 12 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 17,054 clients with $73B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable on a case-by-case basis. Annual program accounts also assess an additional program fee ranging from 0.01% to 0.11% based on account size.
Fee Estimator
Location
Manhasset, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
RBC Rochdale, LLC
Cnr Securities, LLC
Cnr Securities, LLCBroker
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
State Registrations22 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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