Marshall Nelson
Advisor at Crewe Advisors
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.
Firm
Crewe Advisors
Location
Salt Lake City, UT 84101
Credentials
Series 65
Industry experience
6 years
About
Marshall Nelson is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 license with six years of industry experience. His prior experience includes roles at Commonwealth Financial Network and Merrill Financial Associates. Before entering the financial industry, Nelson worked at the BYU Missionary Training Center for one year. Crewe Advisors provides discretionary portfolio management and financial planning services to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm employs fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis.
Client services
Based on Crewe Advisors
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Crewe Advisors
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Wealth management
Fee options
Financial planning fees negotiated between $6,000 and $150,000
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$250 - $500 per hour
Performance fee of 5% payable to affiliated manager of private fund, but waived for CA clients investing in the Fund; conflicts disclosed.
Account minimum: $2,000,000
Location
650 S. Main Street, Suite 700
Salt Lake City, UT 84101
Most active in
Marshall N has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
Crewe Advisors
2022 - Present (4 years)
Commonwealth Financial Network
2018 - 2021 (3 years)
Merrill Financial Associates
2016 - 2021 (5 years)
BYU Missionary Training Center
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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