Advisor at Capital Consulting & Asset Management
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.
Firm
Capital Consulting & Asset Management
Location
Frisco, CO
Credentials
CFP®
Industry experience
1 year
Carly Nixon is a CFP® professional with three years of experience at Capital Consulting & Asset Management. She has a background in education, having taught English as a second language to Spanish-speaking students as a part-time professor at Colorado Mountain College since 2014. Prior to joining the firm, she worked at the College for Financial Planning and Early Childhood Options. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm uses diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts, combining model-driven management with broad investment options.
Based on Capital Consulting & Asset Management
Based on Capital Consulting & Asset Management
$0 - $150,000: 1.50% $150,000 - $250,000: 1.25% $250,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.90%
Insurance product commissions paid directly by insurance companies; transaction fees paid if securities are purchased through Kovack Securities, Inc.
$200-$400 per hour for financial planning services
Frisco, CO
Colorado · Nebraska · Washington
Capital Consulting & Asset Management
2023 - Present (3 years)
College for Financial Planning
2021 - 2023 (2 years)
Early Childhood Options
2018 - 2021 (3 years)
Colorado Mountain College
2014 - Present (12 years)
Early Childhood Options
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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