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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 180 clients with $220M 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 - $400K | 1.25% |
| $400K - $900K | 1.15% |
| $900K - $1.9M | 1.00% |
| $1.9M+ | 0.90% |
Referred clients receive a flat rate of 1.00% up to $1M and 0.90% on assets over $1M. Fees are negotiable.
Fee Estimator
Location
Frisco, CO
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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.
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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.
Exams
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