Andrew Nelson
Andrew Nelson is a CFP-designated registered investment advisor at Praetorian Guard, a Division of Praetorian Wealth Management,inc, based in Carmel, CA, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 470 clients with $600M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Minimum quarterly fee of $1,000. Fees are negotiable and may differ from client to client. In selected client relationships Praetorian Guard will provide investment guidance and monitoring for client 529 accounts at a reduced fee rate of 0.50% annually (billed quarterly) if agreed upon in writing prior to account opening/funding.
Fee Estimator
Location
3775 Via Nona Marie, Suite 220, Carmel, CA, 93923
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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
Praetorian Guard, a Division of Praetorian Wealth Management,inc
State Registrations1 state
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