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J. Mark Nickell & Co. (Brentwood)


J. Mark Nickell & Co. is an adviser based in Brentwood. It manages $67.77 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Tennessee.

J. Mark Nickell & provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

J. Mark Nickell &: assets under management

The assets under management (AUM) of J. Mark Nickell & Co. is $67.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J. Mark Nickell & Co. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where J. Mark Nickell & Co. performs its advisory services is located at 104 East Park Drive, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-371-6622 or by fax 615-371-6616. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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