Brian Nolan
Brian Nolan is a registered investment advisor at Nolan Capital Advisors LLC, based in Oviedo, FL, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 145 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nolan Capital Advisors' fees are calculated as a percentage of the value of your portfolio. The exact percentage varies based on the size and complexity of your portfolio and the scope of services. Here are the general ranges:
- Individual, Trust, and Retirement Accounts: 0.60% - 1.00% on the first $1,000,000, decreasing to 0.60% - 0.90% between $1,000,001 and $2,000,000, 0.60% - 0.80% between $2,000,001 and $5,000,000, 0.60% - 0.70% between $5,000,001 and $8,000,000, and 0.25% - 0.60% on amounts above $8,000,001.
- Retirement Plan Assets: 0.25% - 1.00% on the first $1,000,000, decreasing to 0.25% - 0.90% between $1,000,001 and $2,000,000, 0.25% - 0.80% between $2,000,001 and $5,000,000, 0.25% - 0.70% between $5,000,001 and $8,000,000, and 0.25% - 0.60% on amounts above $8,000,001.
Fees are billed monthly, based on the average daily balance or end-of-period balance. Fees may be negotiable in certain cases.
Location
Oviedo, FL
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Brian's firm, Nolan Capital Advisors, is a registered insurance agency and may earn commissions from selling various insurance products. Brian is also a limited partner in Make It Happen Consulting, serves on the board of directors for Central County Community Development Corp, and volunteers with Beta Theta Pi Psi Diamond Association, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Nolan Capital Advisors LLC
Previous Registrations
Quest Capital Strategies, INC.
Colonial Asset Management INC
Wamu Investments, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.