A complete list of active advisors currently associated with J. Mark Nickell & Co.

Warmer can help you find a great advisor at J. Mark Nickell & Co. or one who fits your needs even better.

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.

To learn more about the advisors currently working at J. Mark Nickell & Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.