Linda Nelson is a CFP-designated registered investment advisor at Freya Financial Services, based in Lexington, MA, with 28 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $25M 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 - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. In some circumstances, a retainer fee is charged in lieu of an Wealth Management fee when it is more appropriate to work on a fixed-fee basis. The annual retainer fee varies depending on amount of assets (generally 1% of assets) and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
15 Depot Square, Suite 2, Lexington, MA, 02420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Freya Financial Services
State Registrations1 state
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