Nottingham Advisors provides investment management and financial planning services to individuals, trusts, corporations, and other entities. Nottingham primarily uses exchange-traded funds, mutual funds, and individual securities to manage client portfolios. Financial planning services include retirement planning, insurance needs, tax planning, and estate planning. Nottingham may recommend other professionals, but clients are not obligated to use them.
Assets Under Management$1.7B
Clients1,578
Advisors10
Avg. per Client$1M
Avg. per Advisor$170M
www.nottinghamoutsourcedsolutions.com ·www.yelp.com/biz/nottingham-advisors-buffalo?os... ·www.nottinghamadvisors.com
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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