NAGEL & Associates, LLC | Financial Advisor in Green Bay ,WI

2701 Larsen Road
Suite 227
Green Bay, WI 54303

We Manage Wealth. You Manage Life.


About

NAGEL & Associates, LLC was established by Brad Nagel after he recognized most investment firms put their shareholders over their clients. The traditional investment relationship puts the client at the bottom of the organization chart. This results in profits over people and we've seen the Wall Street fallout as a result. In addition, excessive commissions, hidden fees and taxes make it difficult for investors to have long term investment success.

Our company puts our clients at the top of the organization chart. We have a vested interest in your success as a fee only firm. As you succeed with investment performance and/or financial planning, our company succeeds.

Our investment process gives you the highest statistical probabilty of return by focusing on asset allocation. Investment portfolios are designed to match your comfort level with risk so you are not losing sleep in challenging times. This is all done with full disclosure of investment holdings and fees.

In an uncertain investment world, you deserve to work with a firm that puts your interests first at all times. A firm that invests along side of you, personally utlizing the same investments chosen for your portfolio. You will be treated with the highest level of ethics and care as a client of NAGEL & Associates.

15 Years of Experience



General Information
Firm Start Year:   2008
Insurance License#:   2385119 WI
Name of Custodial Firm:   Charles Schwab
States Licensed in:   WI
Number of Years with Current Firm:   1
Work Experience:   Worked for a Wall Street firm, managed a $900 million divison for a national bank and agent for a major insurance company.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations


Services
Investment Types:   Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Stocks , Mutual Funds , Bonds , Annuities , Commodities
I can meet clients in the following ways:   Via email , At my office , At your home , At your office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Health , Life , Long Term Care
Financial Organization Memberships:   National Ethics Bureau
Non-Financial Organization Memberships:   Rotary Club of Green Bay, WI


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   .9%
Hourly Rate:   $200
Flat Fee Rate:   Negotiable
Minimum Fee Charged for Managed Accounts:   1000
Minimum Fee Charged for Hourly Planning Accounts:   1000
Minimum Fee Charged for Flat Fee Accounts:   1000



FAQs

  • Do you have a customer satisfaction or refund policy? With our hourly planning services, if there is an error in data entry and/or output we will provide a discount for the plan.
  • What are your qualifications? What is your education background? Financial planning and Investing for clients for 15 years. Prior to establishing company, worked for a Wall Street firm, managed a $900 million division for a national bank and worked as a life insurance agent for a major carrier.
  • What is your approach to financial planning? We take a holistic approach to financial planning and invest an extensive amount of time preparing a plan catered to your family's needs.
  • What services do you offer? Professional investment management, retirement planning, financial planning and estate planning.
  • How many clients do you currently manage? Our business was newly formed in 2008. We are selecting clients primarily on a referral basis and they must meet certain qualifications to work with our firm. We currently serve 18 relationships overseeing $18 million in assets.
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DISCLOSURE


DISCLAIMER

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this site, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this site serves as the receipt of, or as a substitute for, personalized investment advice from Nagel & Associates, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.

Brad Nagel

Brad Nagel

CTFA

Communities Served

WI

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM