J. Mark Nickell & Co. provides ongoing investment advice based on your individual needs. They develop a personal investment policy and manage a portfolio to suit your risk tolerance and return objectives. Financial planning is included as part of the investment management service, covering tax, estate planning, and insurance needs. They also offer consulting services on specific financial topics. J. Mark Nickell & Co. does not sell products or accept commissions.
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.
