Advisor at Servo Wealth Management LLC
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Firm
Servo Wealth Management LLC
Location
Oklahoma City, OK 73116
Credentials
CFA®, Series 63, Series 65
Industry experience
23 years
Eric Nelson is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 23 years of experience in the financial industry. He has been with Servo Wealth Management LLC since 2011, where he is the sole advisor. Servo Wealth Management provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plan relationships. The firm employs an asset-class based investment approach focused on broad diversification, low-cost and tax-efficient implementation, and disciplined rebalancing, utilizing institutional custodians and third-party platforms for account management.
Based on Servo Wealth Management LLC
Based on Servo Wealth Management LLC
One-time setup fee of $250 to $500 may be charged for account setup and asset allocation.
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $1,000,000
1000 W Wilshire, Ste 315
Oklahoma City, OK 73116
Oklahoma · Texas
Servo Wealth Management LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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.
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