Edward Simon is a registered investment advisor at Nilsine Partners, LLC, based in Greenwood Village, CO, with 9 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 5 more. Their firm serves 559 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual fee is 1.80%. Fees are negotiable depending on client circumstances and account type. Minimum annual fee of $12,500 may apply to new clients.
Fee Estimator
Location
5675 Dtc Boulevard, Suite 175, Greenwood Village, CO, 80111
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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 →Employment History
Current Registrations
Nilsine Partners, LLC
Previous Registrations
&partners
&partnersBroker
Jfg Family Office
Jfg Wealth Management, LLC
Fidelity Prime FinancingBroker
National Financial Services LLCBroker
Fidelity Brokerage Services LLCBroker
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.
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