Steven C. Nelson, a Certified Financial Planner, manages portfolios of no-load mutual funds for clients. He also provides financial planning and analysis services. Nelson uses historical data and momentum calculations to determine investment strategies, aiming to preserve capital and achieve reasonable growth. He primarily works with individuals and their accounts earmarked for various financial goals.
Assets Under Management$1.5M
Clients18
Advisors1
Avg. per Client$81K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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