Joseph Nickell is a CFA, PFS-designated registered investment advisor at J. Mark Nickell & CO., based in Brentwood, TN, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 6 more. Their firm serves 43 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Minimum portfolio value for new client relationships is $1,000,000. A minimum fee of $10,000 per annum is required for this service. Firm employees (including former employees) and their family members may be charged rates lower than those stated above, at the sole discretion of J. Mark Nickell & Co.
Fee Estimator
Contact
Joseph Nickell
Location
100 Westwood Place, Suite 330, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
J. Mark Nickell & CO.
State Registrations1 state
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