Phillip Nelson is a CFA, CFP-designated registered investment advisor at Ferguson Shapiro LLC, based in Decatur, GA, with 21 years of industry experience. Phillip 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. Their firm serves 358 clients with $360M 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 | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable with each client. For short-term/legacy accounts, the fee is 0.10% annually.
Fee Estimator
Location
120 N Candler St, #2, Decatur, GA, 30030
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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 →Other Business Activities
Phillip is the immediate past Chair of the Board of the non-profit Historic Oakland Foundation. This is a non-investment related activity for which he receives no compensation.
Employment History
Current Registrations
Ferguson Shapiro LLC
Previous Registrations
Meadow Creek Wealth Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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