J. Mark Nickell & Co.

J. Mark Nickell & Co. is an investment advisory firm based in Brentwood, Tennessee, established in 1994. The firm specializes in providing investment supervisory services, financial planning services, consulting services, and retirement plan advisory services. They manage client assets on a discretionary basis and offer continuous advice based on individual needs, risk tolerance, and return objectives. Clients have the option for non-discretionary arrangements, where they must approve each trade. The firm charges annual fees based on a percentage of assets under management, with a minimum fee of $10,000 per annum. J. Mark Nickell & Co. does not receive commissions or fees for product sales and does not charge performance-based fees. The firm acts as a fiduciary for retirement accounts, ensuring recommendations are in the client's best interest. Clients receive quarterly reports on account performance and holdings. The firm does not vote proxies on behalf of clients and does not require payment of fees in advance exceeding $1,200 per client. J. Mark Nickell & Co. has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical conduct. The firm does not engage in client referrals for compensation and does not have client-directed brokerage arrangements. Clients are advised to carefully review custodial statements and account reports provided by the firm.