Nottingham Advisors INC.
Assets Under Management
$1.7B
Number of Clients
1,578
Number of Advisors
5
Average Client AUM
$1.0M
AUM per Advisor
$330.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nottingham Advisors offers asset management and investment advisory services through separately managed accounts to individuals, trusts, corporations, foundations, endowments, and pension funds. They also provide financial planning and investment consulting services, including retirement, insurance, tax, cash flow, and estate planning. The firm allocates assets among ETFs, mutual funds, individual securities, and options.
Fee Structure
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
Nottingham Advisors charges a fee based on the amount of assets managed. The annual fee ranges from 0.50% to 1.00%. For financial planning and consulting, they charge a fixed fee ranging from $500 to $4,000 per quarter, depending on the services. These fees are negotiable. Sub-advisory clients may pay higher fees than if they engaged Nottingham directly. The firm may charge different fees based on various criteria, potentially resulting in similarly situated clients paying different fees.
Areas of Practice
Location
100 Corporate Parkway, Suite 338, Amherst, NY, 14226