Christian Nelson
Christian Nelson is a registered investment advisor at Advisory Services Network, based in Phoenix, AZ, with 7 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
7227 N 16th Street, Ste 230, Phoenix, AZ, 85020
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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 →Other Business ActivitiesSells Insurance
Christian works as an accounting associate at Danovich Financial & Tax Services, dedicating about half of his time to tax preparation, accounting, and bookkeeping. He is also a co-owner of Legacy Advisors Group, LLC, which focuses on Medicare-related insurance, and holds positions in 4Arete Alliance LLC and Airogin, Inc., but spends minimal time on these roles.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations1 state
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