Nash Holm
Nash Holm is a registered investment advisor at Prime Capital Financial, based in Omaha, NE, with 6 years of industry experience. Nash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
14301 FNB Parkway STE 313, Omaha, NE, 68154
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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
Nash works full-time as a registered investment advisor (RIA) with Prime Capital Investment Advisors, LLC. Nash also works as an insurance agent for PCRM LLC, selling and servicing fixed insurance products, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Prime Capital Financial
Private Client Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Fa, INC.
Osaic Fa, INC.Broker
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
State Registrations3 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.