Steven Nelson is a CFA-designated registered investment advisor at Prairiewood Wealth Management, based in Fargo, ND, with 17 years of industry experience. Steven 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 244 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prairiewood Wealth Management's investment management fees are based on a tiered schedule, typically ranging from 0.5% to 1.5% of the value of your portfolio. The specific fee is determined by the complexity of your situation, the time and effort required to serve you, and the amount of investments to be managed. In some cases, a minimum fee may be implemented if the standard percentage-based fee is deemed insufficient.
Location
3175 Sienna Dr S, Ste 100, Fargo, ND, 58104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a member of East Valley Capital, LLC (EVC), a freight bill factoring business, where he handles risk management and accounting, dedicating minimal time. He also owns a passive real estate investment in Harness MHP LLC, reviewing financials and performance, dedicating minimal time.
Employment History
Current Registrations
Prairiewood Wealth Management
State Registrations1 state
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