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Nicholette Hamel

Advisor at Dougherty Investment Advisors

Updated today

Location

Pinson, AL

Credentials

Series 65

Industry experience

4 years

About

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Client services

Based on Dougherty Investment Advisors

Financial planning Portfolio management

Expertise

Based on Dougherty Investment Advisors

General retirement planning General tax planning Cash flow / budgeting Wealth management

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Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 0.75% $1,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%

Project-based

Up to $300 per hour, negotiable

Other

Account minimum: $100,000

Location

Pinson, AL

Most active in

Alabama · Florida · Texas

Work history

Dougherty & Associates, LLC

2021 - Present (5 years)

Dougherty & Associates, LLC

2020 - Present (6 years)

Schwend

2018 - 2020 (2 years)

Dept of Veterans Affairs

2017 - 2018 (1 year)

Portsmouth Naval Sy

2010 - 2017 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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