Rachael Nickelsen is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Lake Geneva, WI, with 13 years of industry experience. Rachael 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, High Net Worth, and 3 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Contact
Rachael Nickelsen
Location
875 Townline Rd, Ste 100, Lake Geneva, WI, 53147
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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.
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Rachael works part-time as a deck supervisor/tour guide for Lake Geneva Cruise Line since 1998. This requires about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Voyager Capital Management, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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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