Facts and Insights
Nelson Capital Management, LLC is a top financial advisory firm that has been providing expert financial services to clients for over 20 years. With a proven track record of success and a team of highly experienced advisors, the firm has become a trusted name in the industry.
Assets Under Management, Number of Advisors and Time in Business:
Nelson Capital Management, LLC currently manages over $2 billion in assets, with a team of 15 advisors who have an average of 15 years of experience each. The firm has been in business since 2000, consistently growing and expanding its services to better serve its clients.
Financial Services Offered
Nelson Capital Management, LLC offers a wide range of financial services to help clients achieve their financial goals. This includes investment management, retirement planning, estate planning, tax planning, and more. The firm takes a comprehensive and personalized approach to each client’s financial needs to create a tailored plan that is right for them.
Client Types
Nelson Capital Management, LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. The firm knows that each client has unique financial goals and needs, and they work with them to develop a customized plan that fits their specific situation.
Fees & Compensation
Nelson Capital Management, LLC charges a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients. The firm believes in transparent and clear communication regarding fees and compensation, so clients can clearly understand the cost of their services.
Background
Nelson Capital Management, LLC was founded by John Nelson, who has over 30 years of experience in the financial industry. He started the firm with the goal of providing clients with high-quality financial advice and helping them achieve their financial dreams. The firm has built a strong reputation for its expertise and customer service, making it a top choice for clients seeking financial guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, Nelson Capital Management, LLC is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. They have no conflicts of interest and do not receive any commissions for their recommendations. The firm also has a clean record with no disciplinary actions or regulatory violations.