Samuel Stacey is a registered investment advisor at Nilsine Partners, LLC, based in Greenwood Village, CO, with 3 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 544 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Nilsine Partners manages investment portfolios for a fee, with a maximum annual fee of 1.80%. The fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The advisory fee is negotiable. Nilsine Partners also utilizes a platform that makes available professionally managed alternative investment strategies. Nilsine Partners clients will be charged management fees for these private investments which shall be set forth in separate offering documents.
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.
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Current Registrations
Nilsine Partners, LLC
State Registrations2 states
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