Gabe Nelson Financial offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements to guide asset allocation and selection. Gabe Nelson Financial also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily use mutual funds, equities, bonds, ETFs, and REITs.
Assets Under Management$91M
Clients203
Advisors1
Avg. per Client$450K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Gabe Nelson Financial charges a percentage of your portfolio annually for investment management. The exact percentage ranges from 0.50% to 1.75% depending on the size and complexity of your account. These fees are paid quarterly in advance. You can cancel the agreement with five days' written notice and receive a prorated refund.
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