John Nuckel LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. JNL creates an Investment Policy Statement for each client to guide investment decisions. JNL primarily recommends ETFs but may also use other securities to diversify portfolios. JNL requires authority to make trades without asking for permission each time.
Assets Under Management$15M
Clients6
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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