Jillian Nelson is a registered investment advisor at Asset Planning Services INC, based in Covington, LA, with 21 years of industry experience. Jillian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 148 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. A flat dollar fee may be proposed in certain instances, particularly for Business Planning, Financial Planning, Retirement Planning Services, Accounting, or Tax Return Preparation.
Fee Estimator
Location
509 W. 21st Avenue, Covington, LA, 70433
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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
Asset Planning Services INC
Previous Registrations
Johnson Rice & Company L.L.C.Broker
Morgan Keegan & Company, INC.Broker
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.