Alexander Nelson
Alexander Nelson is a registered investment advisor at Brice Financial Advisors INC, based in Miami, FL, with 9 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients with $1.8M 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 $15K | 1.00% |
| $15K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Advisory fees may be waived at the discretion of BFA.
Fee Estimator
Location
2000 N Bayshore Dr Ste 210, Miami, FL, 33137-5110
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
Since 2011, Alexander has been a general agent and principal of Brice Financial Services, a non-investment-related insurance agency. The agency provides health, life, disability, and long-term care insurance, taking nearly full-time hours per month and 4 hours per day during securities trading hours.
Employment History
Current Registrations
Brice Financial Advisors INC
Previous Registrations
Brice Financial Services, INC.
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.