Steven Nelson
Steven Nelson is a CFP-designated registered investment advisor at Steven C. Nelson, CFP, based in Franklin, TN, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 21 clients with $1.7M 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 $5K | Included |
| $5K - $500K | 1.50% |
| $500K+ | 0.01% |
Accounts under $5,000 are not charged any management fee. Fees are non-negotiable.
Fee Estimator
Location
Franklin, TN
Get directionsHistory
Regulatory History (1)
Regulatory
March 1988Other Business ActivitiesSells Insurance
Steven sells insurance company products as an owner/agent since 1974. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Steven C. Nelson, CFP
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
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