NH
ChFC
NH
ChFC

Nichol Hoff

24 Years of Experience
Ocean View, NJ
BrokerSells Insurance

Nichol Hoff is a ChFC-designated registered investment advisor at Madison Avenue Securities, LLC, based in Ocean View, NJ, with 24 years of industry experience. Nichol is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

1314 Route 9, Ocean View, NJ, 08230

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Nichol is a group fitness instructor at Avalon Fitness and Cape Regional Miracles Fitness, a board member for Dennis Township Board of Education and Cape May County Human Services Advisory, and a wealth manager at Oxford Retirement Advisors. Nichol is also an author and speaker on investment education and holds a New Jersey insurance license for life, accident & health, and variable products.

Employment History
Current Registrations
Madison Avenue Securities, LLC
August 2024 - Present · 2 yrs 2 mos
Madison Avenue Securities, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2018 - May 2024 · 6 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2018 - May 2024 · 6 yrs 1 mo
Cetera Investment Advisers LLC
March 2015 - April 2018 · 3 yrs 1 mo
Cetera Investment Services LLCBroker
March 2015 - April 2018 · 3 yrs 1 mo
Invest Financial Corporation
January 2015 - March 2015 · 2 mos
Invest Financial CorporationBroker
November 2003 - March 2015 · 11 yrs 4 mos
Conseco Securities, INC.Broker
September 2001 - November 2001 · 2 mos
First Union Brokerage Services, INC.Broker
February 1998 - September 1999 · 1 yr 7 mos
State Registrations5 states
FLGAKYNJPA
AdvisorBrokerBoth

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.
More Advisors