user avatar

Colin Nelson

Advisor at Charles Schwab

Updated today

Location

Manhasset, NY 11030

Credentials

CFP®, Series 66

Industry experience

4 years

About

Colin Nelson is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He has worked at Charles Schwab since 2020 and is currently based in Manhasset, NY. Prior to his current role, his background includes positions at Fidelity Investments and various non-financial organizations. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

1900 Northern Blvd, Suite E

Manhasset, NY 11030

Most active in

New York · Texas

Work history

Charles Schwab Bank, SSB

2022 - Present (4 years)

Charles Schwab

2020 - Present (6 years)

Unemployed

2020 - 2020 (1 year)

Campgaw Mountain

2019 - 2020 (1 year)

Fidelity Investments

2019 - 2019 (1 year)

Booth Movers

2018 - 2018 (1 year)

Monroe College

2018 - 2018 (1 year)

University of Miami

2018 - 2019 (1 year)

Blue Moon Mexican Cafe

2017 - 2017 (1 year)

University of Miami

2016 - 2020 (4 years)

Indian Trail Club

2015 - 2016 (1 year)

Ramapo High School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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