Nelson Advisory Services (NAS) provides investment advice and works with clients to determine the appropriate investment management service. NAS offers flat fee planning, hourly planning, and asset-based management. NAS negotiates fees based on client objectives, complexity, and asset types. NAS is affiliated with Nelson Ivest Brokerage Services.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
NAS offers investment management services where fees are a percentage of the value of your portfolio. The actual fee is negotiated and can be a single rate or tiered. Fees are paid quarterly.
The following fee ranges generally apply:
- $0 - $999,999: 1.5% - 1.8%
- $1,000,000 - $2,499,999: 1.0% - 1.5%
- $2,500,000 and above: Negotiable
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