Nelson Financial Services, LLC offers ongoing investment management services based on your individual needs and investment goals. They work with you to determine an appropriate investment strategy and assign an investment portfolio designed for your specific needs. The firm primarily employs long-term buy-and-hold passive investment strategies using mutual funds, exchange-traded funds, stocks, and bonds.
Assets Under Management$5.8M
Clients25
Advisors1
Avg. per Client$230K
Avg. per Advisor$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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