Nelson Capital Management offers investment management and financial planning services to individuals, families, and other clients. The firm creates investment approaches based on clients' financial situations, goals, and risk tolerance. Nelson Capital may use exchange-traded funds, mutual funds, individual stocks, or bonds in client portfolios. The firm also provides financial planning services covering investment, retirement, estate, charitable, education, mortgage/debt, and insurance planning.
Assets Under Management$810M
Clients214
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Fees may be negotiable in multi-generational family relationships to apply a single rate that considers the sum total of family assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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