Rachael Ann Nickelsen
RN
CFP

Rachael Ann Nickelsen

12 Years of Experience

Firm Information

Rachael Ann Nickelsen
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Beacon Pointe charges advisory fees to clients in the Wrap Fee Program, ranging from 0.50% to 2.0% of assets under management. These fees are negotiable. The Wrap Fee Program is not offered to new or prospective clients. Beacon Pointe requires Wrap Fee Program clients to maintain a minimum account size of $1 million, but reserves the right to reduce or waive the account minimum requirements at our discretion. Some accounts are under different fee schedules; the maximum fee rate is 2.00%.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Advisor Information

Office location

875 Townline Rd., Suite 100, Lake Geneva, WI, 53147

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Rachael Ann Nickelsen
RN
Contact
Rachael Ann Nickelsen
Regulatory History
Clean regulatory record

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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Other Business Activities

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
November 2025 - Present · 2 mos
Voyager Capital Management, LLC
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2014 - March 2020 · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2014 - March 2020 · 6 yrs 2 mos
Wells Fargo Advisors, LLC
June 2013 - January 2014 · 7 mos
Wells Fargo Advisors, LLC Broker
March 2013 - January 2014 · 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Rachael Ann Nickelsen
RN
Contact
Rachael Ann Nickelsen