Robert Nixon
Robert Nixon is a CFP-designated registered investment advisor at Capital Consulting & Asset Management, based in Lincoln, NE, with 45 years of industry experience. Robert 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
140 N. 8th Street, Suite 410, Lincoln, NE, 68508
Get directionsHistory
Regulatory History (11)
Regulatory
July 1996Customer Dispute
September 1995Customer Dispute
March 1995Customer Dispute
December 1994Customer Dispute
November 1994Regulatory
September 1994Customer Dispute
July 1994Customer Dispute
July 1994Customer Dispute
April 1994Customer Dispute
March 1994Employment Separation After Allegations
January 1994Other Business ActivitiesSells Insurance
Robert operates Capital Consulting & Asset Management, Inc. providing RIA advisory services. He is also an independent representative with various insurance carriers for fixed business and a notary public.
Employment History
Current Registrations
Capital Consulting & Asset Management
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Cambridge Investment Research, INC.Broker
Chase Manhattan Investment Services, INC.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Dain, Bosworth IncorporatedBroker
State Registrations6 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.