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Nels Stemm

11 Years of Experience
Seattle, WA
1 Disclosure

Nels Stemm is a registered investment advisor at Fairview Partners Investment Management LLC, based in Seattle, WA, with 11 years of industry experience. Nels operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 11 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
11 clients
Average Client Portfolio
$24.2M average
Assets Under Management
$266.5M

Fee Structure

Investment management only (planning not offered)

Fairview Partners Investment Management manages investments for private funds. The management fees for these funds vary:

  • For core blind-pool Funds (Fund IV, Fund V, Fund VI, Fund VII and Fund VIII), the management fee is 2.0% annually (0.5% quarterly) of the investor's capital commitment during the investment period, and then of the fund's net invested capital.
  • For special purpose vehicles (FV TS2 and FVR), the management fee ranges from 1.0% to 1.5% annually (0.25% to 0.375% quarterly) of the investor's capital commitment, less distributions.
  • For the Evergreen Fund and Fairview Advantage Fund I, LP, the management fee is 2.0% annually (0.5% quarterly) of the partner's capital account balance.
  • For the Gold Fund, the management fee is 2.0% annually (0.5% quarterly) of the partner's capital account balance.

These fees are deducted directly from investor capital accounts.

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Location

707 E Harrison St, Seattle, WA, 98102

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History

Regulatory History (1)
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Criminal
September 1997
Final Disposition
Other Business Activities

Nels is a real estate broker for Fairview Partners, LLC, conducting transactions for clients. He spends about 10-20% of his time on this activity, which he started in January 2011.

Employment History
Current Registrations
Fairview Partners Investment Management LLC
December 2014 - Present · 11 yrs 5 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.