Morgan Nickels
Morgan Nickels is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Columbus, MS, with 21 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,640 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.65% |
| $750K - $1.2M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
2900 Bluecutt Road, Suite One, Columbus, MS, 39705
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Morgan is an agent for fixed insurance of various companies and sells fixed life insurance, fixed annuities, long-term care, disability insurance, and health insurance, dedicating about 10-20% of his time to these activities. He also provides investment advisory services through IFG Advisory, LLC and operates Nickels Wealth Management, spending full-time hours on these investment-related activities.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Securities, INC.Broker
State Registrations20 states
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