John Nuckel is a registered investment advisor at John Nuckel LLC, based in Hermosa Beach, CA, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $15M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$14.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hermosa Beach, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
John Nuckel LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Coastal Investment Advisors
October 2012 - June 2020 · 7 yrs 8 mos
Coastal Equities, INC.Broker
March 2011 - June 2020 · 9 yrs 3 mos
Investors Capital Advisory
January 2006 - December 2010 · 4 yrs 11 mos
Investors Capital CORP.Broker
September 2005 - December 2010 · 5 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2000 - September 2005 · 4 yrs 11 mos
Ids Life Insurance CompanyBroker
October 2000 - September 2005 · 4 yrs 11 mos
First New York Securities L.L.C.Broker
April 1995 - October 1995 · 6 mos
New Windsor Associates, L.P.Broker
February 1993 - August 1993 · 6 mos
State Registrations2 states
CANY
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.