How does the advisor help clients – Key Takeaways:
J. MARK NICKELL & CO. is a highly reputable financial advisory firm with a team of experienced advisors who assist clients in achieving their financial goals. With a keen focus on personalized services and a comprehensive understanding of the financial markets, J. MARK NICKELL & CO. is able to provide top-notch advice and guidance to its clients.
The firm offers a range of financial services, including investment management, wealth planning, and retirement planning, to help individuals and families make informed decisions and secure their financial future. They also offer specialized services such as tax planning, estate planning, and risk management to effectively address the unique needs of each client.
Facts and Insights
Since its founding in 1995, J. MARK NICKELL & CO. has established a strong track record of success. Over the years, the firm has managed over $1 billion in assets for its clients and has consistently delivered solid investment returns. The team at J. MARK NICKELL & CO. stays updated on market trends and economic developments, allowing them to provide valuable insights to their clients.
The firm has a team of 7 advisors who collectively have over 100 years of combined experience in the financial industry. This expertise helps the firm to provide comprehensive and strategic financial solutions that are tailored to the unique needs and goals of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $1 billion+ | 7 | Since 1995 |
Financial Services Offered
- Investment Management
- Wealth Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
Client Types
J. MARK NICKELL & CO. serves a diverse range of clients, including high-net-worth individuals, affluent families, and business owners. The firm understands that each client has unique financial needs and goals, and they strive to deliver personalized services that address those specific needs.
Fees & Compensation
The fee structure at J. MARK NICKELL & CO. is based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of its clients. The firm also offers a no-obligation complimentary consultation to new clients to discuss their financial situation and determine if their services are a good fit.
Background
The founder of J. MARK NICKELL & CO., J. Mark Nickell, has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP®). He has a strong commitment to his clients and believes in building long-lasting relationships based on trust and transparency.
The firm’s team of advisors is also highly qualified, with advanced degrees and certifications, including the CFP®, Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA). This expertise allows the firm to offer a wide range of specialized services to their clients.
Financial Advisor Disclosures to Know
J. MARK NICKELL & CO. is a fee-only firm, meaning they do not earn commissions on any products or services they recommend to their clients. This structure eliminates potential conflicts of interest and ensures that the firm’s advice is always in the best interest of their clients.
The firm also has a fiduciary duty to act in the best interest of their clients at all times, putting their clients’ needs above their own. This commitment to transparency and ethical practices is a key factor in the firm’s strong reputation in the financial industry.