Nelson Advisory Services, Inc.

Overview

Nelson Advisory Services, Inc. operates as a corporation and is involved in various financial activities, including serving as a broker-dealer and providing advisory services. The firm focuses on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Although it does not actively engage in ESG investing, it maintains a diverse approach to investment management and capital allocation. The firm is structured to charge fees based on a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in its service offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices