Bradley Nelson is a CFP-designated registered investment advisor at Point Loma Advisors, based in San Diego, CA, with 8 years of industry experience. Bradley 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 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $6.0M | 0.30% |
| $6M+ | 0.20% |
Ongoing advisory services generally include both investment management and ongoing financial planning support. In limited circumstances, such as certain trust or administrative relationships, the Advisor may provide investment management services without ongoing financial planning, as defined in the advisory agreement.
Fee Estimator
Contact
Bradley Nelson
Location
San Diego, CA
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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
Point Loma Advisors
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.
Exams
Additional Information
Brad spent the first part of his career as an engineer. To achieve financial independence, he thought like an engineer and researched how 'the system' works. He found that the real answers were often at odds with 'common knowledge' espoused by a wide variety of self-interested parties. After searching diligently, he identified sources of independent evidence-based research on how to plan and invest. Now retired from engineering, he enjoys helping other engineers capable of filtering out noise and understanding the lessons from independent research. Lyon Park is a fee-only, fiduciary investment advisor required by law to put clients' interests first.