Martin Nelson & Company is a registered investment advisor and full-service broker-dealer offering continuous portfolio management services. Martin Nelson & Company tailors its advice to meet each client's specific investment objectives and risk tolerance, providing both discretionary and non-discretionary management. Clients hold their assets at third-party custodians such as Hilltop Securities and Charles Schwab. In addition to managing investments, the team analyzes markets using fundamental, technical, cyclical, and charting methods. Martin Nelson & Company works with individuals, retirement plans, trusts, estates, and businesses.
Assets Under Management$290M
Clients422
Advisors5
Avg. per Client$680K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable and calculated based on the average daily balance of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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