J. Mark Nickell & Co.

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Client assets under management

$133,800,895

Clients

88% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,730,631

About

J. Mark Nickell & Co. provides integrated financial planning and investment supervisory services primarily to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts and advising on retirement assets. The firm’s service model combines ongoing portfolio management with financial planning, coordination with clients’ other advisors, and periodic in-person or remote reviews.

The firm implements model-based portfolios that rely largely on ETFs and mutual funds, tailoring asset allocation to client risk profiles and adjusting models several times per year; it applies tax-aware techniques such as asset-location decisions and tax-managed overlays. When appropriate, the firm also employs municipal securities, interval funds, and selective private-market vehicles, and conducts formal portfolio reviews at least quarterly.

Noteworthy features relative to peers include a small client base with relatively large average account sizes and a relatively high entry threshold with certain clients grandfathered under prior terms. The firm recommends a single custodial relationship that provides institutional services, declines to vote client proxies, and uses artificial intelligence only in limited administrative and operational capacities rather than for investment decisions.

Client services

Financial planning Portfolio management General consulting services

Expertise

Tax-loss harvesting Passive / index investing

Fee options

Fixed

Fixed fees may be proposed if fees can be reasonably estimated in advance for complex financial planning

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%

Project-based

$300 to $450 per hour for additional financial planning services beyond standard scope

Other

Account minimum: $1,000,000 Minimum fee: $10,000 per annum minimum fee for Investment Supervisory Services Fee-only: Advisory fees charged as percentage of assets under management; no commissions charged; also hourly fees $300 to $450 for exceptional financial planning services

Main office location

J. Mark Nickell & Co.

100 Westwood Place, Suite 330

Brentwood TN 37027, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 615-371-6622

Advisors at this firm

Thomas N

Series 65

Brentwood, TN

J. Mark Nickell & Co.

Thomas Nickell is a financial advisor at J. Mark Nickell & Co. with two years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. J. Mark Nickell & Co. provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. The firm primarily manages discretionary accounts using model portfolios tailored to client risk profiles and investor characteristics, incorporating ETFs, mutual funds, and occasionally alternative investments such as municipal bonds and private equity.

Tax-loss harvesting Passive / index investing

Margaret D

CFP®, Series 65, Series 66

Brentwood, TN

J. Mark Nickell & Co.

Margaret Dover is a CFP® professional with 18 years of industry experience. She is currently with J. Mark Nickell & Co. and previously worked at BlackRock Investments, LLC and Jackson National Life Distributors. J. Mark Nickell & Co. provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. The firm primarily manages discretionary accounts using model portfolios tailored to client risk profiles and incorporates a range of investment vehicles, including ETFs, mutual funds, municipal bonds, interval funds, and private equity.

Tax-loss harvesting Passive / index investing

Joseph N

CFA®, PFS™

Brentwood, TN

J. Mark Nickell & Co.

Joseph Nickell is a CFA® and PFS™ credentialed advisor with 22 years of industry experience. He has been with J. Mark Nickell & Co. since 1994. The firm provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. J. Mark Nickell & Co. manages primarily discretionary accounts using model portfolios tailored to client risk profiles, incorporating ETFs, mutual funds, and in select cases, municipal bonds, interval funds, and private equity.

Tax-loss harvesting Passive / index investing

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