Erin Nelson is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Newton, MA, with 24 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIA provides investment advisory services to State Administrators for government savings plans. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services. Fees are generally calculated on a daily basis and are due monthly in arrears via direct invoice or automatic deduction from an account held on behalf of the State Administrator.
Location
95 Wells Avenue, Suite 160, Newton, MA, 02459
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erin is a Nu Skin brand affiliate since 2021, earning commissions on product sales. This activity takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLC
Ascensus Broker Dealer Services, LLCBroker
Previous Registrations
Newport Group Consulting, LLC
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
Clark Securities, INC.Broker
Clark Securities, INC.Broker
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
Waddell & Reed, INC.Broker
AmeritradeBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.