Joshua Nelson is a CFP-designated registered investment advisor at Keystone Financial Services, based in Loveland, CO, with 26 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 510 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may vary based on the size of the account, the complexity of the portfolio, the extent of activity in the account or other reasons agreed upon by Keystone Financial and the client. Certain less active accounts may be charged a lower fee and may not be aggregated.
Fee Estimator
Location
4090 Clydesdale Pkwy, Suite 201, Loveland, CO, 80538
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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 →Employment History
Current Registrations
Keystone Financial Services
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cwm, LLC
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Essex National Securities, INC.Broker
Addison Avenue Financial Partners, LLC
Cuso Financial Services, L.P.
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Primevest Financial Services, INC.Broker
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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.