Loretta Nolan is a CFP-designated registered investment advisor at Loretta Nolan Associates, LLC, based in Old Greenwich, CT, with 28 years of industry experience. Loretta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 56 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be modified on a client-by-client basis. Related household accounts may be combined for fee calculation.
Fee Estimator
Location
13 Arcadia Road, Suite 7B, Old Greenwich, CT, 06870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Loretta Nolan Associates, LLC
State Registrations2 states
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