Kevin
Nelson
Schubert & Company, Inc
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About this Advisor
Kevin Nelson is a financial advisor based in Mckinney, Texas, working with Schubert & Company, Inc. Kevin has previously held a position at Schubert & Company, Inc and is registered to provide services in Texas. Currently, Kevin is part of Schubert & Company, Inc, which operates out of Mckinney, Texas. The firm has 8 employees and manages assets totaling $403.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Schubert & Company, Inc includes asset-based, hourly, and fixed fees.
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Schubert & Company, Inc Brokerage Details
$403,452,921
8
603
$669,076
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Kevin Nelson Work History
Schubert & Company, Inc
Schubert & Company, Inc
Disclosures
Please visit the SEC profile of Kevin Nelson 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 Schubert & Company, Inc
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
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