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Facts and Insights
J. MARK NICKELL & CO. is a financial advisory firm that provides expertise in managing and growing clients’ assets. With a team of experienced and knowledgeable financial experts, the firm has a proven track record of helping clients reach their financial goals. The firm is committed to providing customized financial solutions and staying up-to-date with the latest market trends and changes.
How does the advisor help clients – Key Takeaways:
- Assisting clients with managing and growing their assets
- Providing personalized financial solutions
- Staying updated with market trends and changes
- Experienced and knowledgeable team of financial experts
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 27 years |
Financial Services Offered
J. MARK NICKELL & CO. offers a wide range of financial services to assist clients in achieving their financial goals. Some of the services offered include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
- Insurance solutions
- Business planning
Client Types
J. MARK NICKELL & CO. works with a diverse group of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Families
Fees & Compensation
The firm charges a percentage of assets under management as its fee. This fee can range anywhere from 1-2% depending on the size of the client’s portfolio. The firm may also receive compensation from third-party companies for recommending their products or services, but this does not influence the firm’s advice to clients. It is committed to providing unbiased and objective recommendations.
Background
J. MARK NICKELL & CO. was founded by J. Mark Nickell in 1994 and has been in business for over 27 years. The firm is headquartered in Los Angeles, California and has a team of 10 financial advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
J. MARK NICKELL & CO. is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that the firm is legally bound to act in the best interest of its clients and must disclose any potential conflicts of interest. The firm has a clean record with no disciplinary actions or sanctions.