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Eric D. Nelson, CFA

We help you unbundle concentrated wealth, retire on your terms and leave a legacy to your loved ones

Servo Wealth Management LLC

Oklahoma City

OK

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Servo Portfolio Management LLC 6 years, 1 month Oct 2011 - Present
Equius Partners, Inc. 3 years Jan 2009 - Jan 2012
Burns Advisory Group 1 year, 11 months Feb 2007 - Jan 2009
Charles Schwab Bank N.A. 2 years, 10 months Feb 2005 - Dec 2007
Charles Schwab & Co., Inc. 5 years, 5 months Jul 2002 - Dec 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Eric Nelson

The Value of Sound Investment Advice
Published 2015-03-06 11:19:07
The Real Story of NASDAQ 5,000
Published 2015-03-06 11:11:08
    *Articles are published by advisors without compensation.

    Answers

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    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Jan 9, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      1
    • as of date
      Nov 9, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Nov. 12, 2016
      • $53.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 27
        number of clients
      • $2.0M
        Estimated Average Account Balance Per Client

    Servo Wealth Management LLC

    Last updated on March 23, 2017
      • $62.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 35
        Accounts
      • $1.8M
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements