Nicki Beatty
Nicki Beatty is a registered investment advisor at Advice and Planning Services, based in Frisco, TX, with 7 years of industry experience. Nicki is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B 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 | 1.15% |
Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.
Fee Estimator
Location
3965 Dallas Parkway, Frisco Regional, Frisco, TX, 75034
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Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Nicki is a co-owner of a rental property since 2017, aiming to generate income to cover expenses and maintain it as an investment. She spends minimal time on this activity, primarily involving occasional communication with the property manager.
Employment History
Current Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations51 states
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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