Brandy Niclai
Brandy Niclai is a CFA-designated registered investment advisor at Alaska Permanent Capital Management, LLC, based in Anchorage, AK, with 21 years of industry experience. Brandy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 90 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Balanced account fees are up to 1% of assets and below. Fixed income account fees are up to 0.50% of assets and below. Fees are negotiable based on account size and economies of scale.
Fee Estimator
Location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
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Regulatory History
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
Alaska Permanent Capital Management, LLC
Previous Registrations
Wachovia Securities, LLC
State Registrations1 state
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
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