Nelson Securities (NSI) manages investments for individuals, high net worth individuals, families, profit-sharing plans, trusts, estates, and small businesses. NSI works with clients to understand their goals, risk tolerance, and financial situation to create a suitable portfolio. NSI uses a team to review investment allocations, monitor market trends, and make decisions to buy, sell, or hold investments. NSI invests exclusively in Exchange Traded Funds (ETFs).
Assets Under Management$270M
Clients2,023
Advisors9
Avg. per Client$130K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the discretion of NSI. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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