Advisor at Nickel Investment Advisors, Inc.
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Firm
Nickel Investment Advisors, Inc.
Location
Windsor, CA
Credentials
Series 63, Series 66
Industry experience
38 years
Nace Nickel is the sole advisor at Nickel Investment Advisors, Inc., an independent firm based in Windsor, CA. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has led Nickel Investment Advisors since its founding in 2009. Nickel Investment Advisors provides portfolio management and Investment Supervisory Services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm uses fundamental, cyclical, and momentum analysis combined with a performance allocation model to guide asset selection and timing, managing assets in-house and preparing individualized Investment Policy Statements for its clients.
$0 - $500,000: 1.25% $500,000+: 1%
Account minimum: $250,000
Windsor, CA
California
Nickel Investment Advisors, Inc.
2009 - Present (17 years)
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