Margaret Dover is a CFP-designated registered investment advisor at J. Mark Nickell & CO., based in Brentwood, TN, with 18 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Insurance Planning, and 5 more. Their firm serves 49 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Subject to a minimum annual fee of $10,000. Fees are not negotiable on a client-by-client basis, though firm employees and family members may receive lower rates.
Fee Estimator
Contact
Margaret Dover
Location
100 Westwood Place, Suite 330, Brentwood, TN, 37027
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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
J. Mark Nickell & CO.
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Jackson National Life Distributors LLCBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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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