Martin Nelson & Co. offers investment advisory services through portfolio management. They tailor their advice to each client's financial condition, risk tolerance, and investment objectives. Clients can choose between discretionary and non-discretionary portfolio management. MNCO also acts as a broker/dealer, which may create a conflict of interest.
Assets Under Management$290M
Clients422
Advisors5
Avg. per Client$680K
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable and may change as the value of the portfolio changes. Some clients may pay higher or lower fees than other clients depending on the size of the account, the amount of time a client has had an account with us, the total amount of business the client conducts with us and other relevant considerations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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