Tachelle
Nettles
Abacus Wealth Partners
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About this Advisor
Tachelle Nettles is a financial advisor who works out of Santa Monica, California. Nettles works at Abacus Wealth Partners. During their career, the advisor has held roles at Abacus Wealth Partners, Upwork, Baptist Health Sciences University/Baptist Memorial Health Care, The University Of Tennessee Health Science Center, Bethune-Cookman University, University Of Arkansas - Pulaski Technical College and University Of Arkansas - Little Rock. Nettles has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Tennessee. Abacus Wealth Partners is a financial advisory company that has its headquarters in Santa Monica, CA. The firm has offices in 15 locations and a total of 71 people on staff. It oversees $3 billion in assets between its 5,553 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 14 charities and foundations. Of its 5,553 accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. Abacus Wealth Partners performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Abacus Wealth Partners most likely include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$2,834,445,228
71
5,553
$510,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Tachelle Nettles Work History
Tachelle has been registered as a financial advisor for 0 years.*
Abacus Wealth Partners
Abacus Wealth Partners
Upwork
Baptist Health Sciences University/Baptist Memorial Health Care
The University Of Tennessee Health Science Center
Bethune-Cookman University
University Of Arkansas - Pulaski Technical College
University Of Arkansas - Little Rock
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tachelle Nettles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
San Mateo, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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