How does the advisor help clients – Key Takeaways:
Nickel Hayden, LP provides expert financial guidance to its clients. With a team of experienced advisors and a range of services, they are dedicated to helping individuals and businesses achieve their financial goals.
Facts and Insights
Founded in 2010, Nickel Hayden, LP has been in the financial advisory business for over a decade. The company is registered as an investment advisor with the U.S. Securities and Exchange Commission (SEC). Currently, they have over $500 million in assets under management and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
Nickel Hayden, LP offers a wide range of financial services to its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm primarily caters to high net worth individuals, families, and small businesses. They also offer their services to non-profit organizations and institutional clients.
Fees & Compensation
Nickel Hayden, LP charges a fee based on a percentage of assets under management. This fee is typically between 1% and 2% depending on the size of the client’s portfolio. The firm may also receive compensation through commissions for certain transactions if disclosed to the client beforehand.
Background
Nickel Hayden, LP was founded by John Nickel and Mary Hayden, who have a combined experience of over 50 years in the financial industry. They both hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, Nickel Hayden, LP is required to disclose any disciplinary actions or conflicts of interest that may affect their clients. Currently, there are no disclosures reported for the firm or its advisors.