Kimberly Rae Nelson
Advisor at Coastal Bridge Advisors — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 66
Experience Industry experience
21 years
Location
Los Angeles, CA 90067
Coastal Bridge Advisors
Multi-team
Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management for three years. In addition to her advisory role, she contributes articles on money and divorce to Forbes. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes.
Based on Coastal Bridge Advisors
Based on Coastal Bridge Advisors
Fixed fees for standalone financial planning and consulting services; fees generally range from $5,000 to $120,000, negotiable.
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $50,000,000: 0.65% $50,000,000+: 0.50%
Certain supervised persons earn commission-based compensation for selling insurance products.
Hourly fees charged for standalone financial planning and consulting services; fees are negotiable.
Fee-only: Financial planning and consulting standalone services with fees generally ranging from $5,000 to $120,000, negotiable.
Los Angeles, CA
1800 Century Park East, Ste 1600
Los Angeles CA 90067
Advisors at this office
1
California · Nevada
21 years of industry experience
Coastal Bridge Advisors
2019 - Present • 7 years
Los Angeles, CA
Llbh Private Wealth Management, Llc
2016 - 2019 • 3 years
Los Angeles, CA
UBS Financial Services
2011 - 2016 • 5 years
Los Angeles, CA
Oppenheimer
2005 - 2011 • 6 years
Los Angeles, CA
Morgan Stanley Dw Inc.
2005 - 2005 • 1 year
Beverly Hls, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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