Welcome to MARTIN NELSON & CO., INC.
MARTIN NELSON & CO., INC. is a renowned financial advisory firm with years of experience in providing expert financial advice to clients. The firm is led by a team of highly skilled and experienced financial experts who have a deep understanding of the financial market and its trends. With their extensive knowledge and expertise, MARTIN NELSON & CO., INC. has earned a reputation for being a trusted and reliable financial advisor.
How does MARTIN NELSON & CO., INC. help clients – Key Takeaways:
- Offers expert financial advice and solutions to help clients achieve their financial goals
- Provides a personalized approach to each client with tailor-made financial plans
- Helps clients navigate the complex financial market with ease
- Puts the client’s best interest first and foremost in all their recommendations
Facts and Insights
MARTIN NELSON & CO., INC. has been in the financial advisory business for over 20 years. In this time, the firm has gained valuable insights and knowledge about the financial market, making them a highly sought-after advisor. The firm’s extensive experience has allowed them to develop a deep understanding of various financial strategies and techniques, enabling them to provide the best possible solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
- Wealth preservation
Client Types
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Institutions
Fees & Compensation
As a fee-only financial advisory firm, MARTIN NELSON & CO., INC. charges a fixed percentage of the client’s asset under management as their compensation. This means that their interests are aligned with that of their clients, ensuring that they always act in their client’s best interest.
Background
MARTIN NELSON & CO., INC. was founded by Martin Nelson, a seasoned financial expert with a passion for helping individuals and businesses achieve their financial goals. With a degree in Finance and years of experience in the financial industry, Martin has built a strong reputation as a trustworthy and knowledgeable advisor.
Financial Advisor Disclosures to Know
- MARTIN NELSON & CO., INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best interest of its clients at all times.
- Clients should carefully review the firm’s Form ADV for important information about the firm, its services, and potential conflicts of interest.
- The firm may have relationships with certain financial products and services, but this will always be disclosed to the client.