MS
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
1,578 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$100K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $4,000
Investment management fees range from 0.50% to 1.00% annually, depending on the assets under management. Financial planning and consulting fees are fixed and range from $500 to $4,000 per quarter, depending on the level and scope of services. These fees are exclusive of brokerage commissions, transaction fees, and other related costs. Sub-advisory fees are also charged, varying based on the scope of services and assets managed.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
100 Corporate Parkway, Suite 338, Amherst, NY, 14226
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Nottingham Advisors INC.
September 2021 - Present · 4 yrs 4 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.