William Nelson is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Austin, TX, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
2501 Ranch Road 620 S, Ste. 110, Austin, TX, 78734
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Chief Investment Officer & Investment Advisor Representative of Financial Gravity Asset Management, Inc. This is a full-time commitment, with over 50 hours per month during trading hours.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Financial Gravity Asset Management, INC.
Previous Registrations
Forta Financial Group, INC.
Eqis Capital Management
State Registrations21 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.