Austin Nelson is a CFP-designated registered investment advisor at Toptier Wealth Management, based in Muskego, WI, with 9 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 105 clients with $180M 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 | 1.00% |
Annual fees will not exceed 1.00%. Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
Muskego, WI
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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
Toptier Wealth Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations4 states
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