Carly Nixon is a CFP-designated registered investment advisor at Capital Consulting & Asset Management, based in Frisco, CO, with 1 years of industry experience. Carly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 170 clients with $180M 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 $150K | 1.50% |
| $150K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Investment management fees are negotiable.
Fee Estimator
Location
Frisco, CO
Get directionsHistory
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 Activities
Carly is a part-time professor at Colorado Mountain College, teaching English to Spanish-speaking students since June 2014. This takes about a quarter of her time, but does not occur during security trading hours.
Employment History
Current Registrations
Capital Consulting & Asset Management
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.