Nelson Capital Management, LLC provides comprehensive portfolio management and financial planning services. The firm builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds based on each client's financial goals and risk tolerance. Nelson Capital Management conducts regular reviews of accounts and provides financial planning covering areas such as retirement, estate planning, charitable giving, education funding, and debt analysis. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations.
Assets Under Management$810M
Clients214
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
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% |
| $10.0M - $25.0M | 0.38% |
| $25M+ | 0.25% |
Clients may aggregate accounts for fee calculation. Fees may be negotiated for multi-generational family relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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