William Nolan
William Nolan is a CFA-designated registered investment advisor at Greenbridge Investment Management, LLC, based in Lake Oswego, OR, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18 clients with $46M 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 $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
4248 Galewood Street, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Criminal
February 1986Other Business Activities
William is a co-owner of Bend Sushi LLC, a Japanese restaurant, and a part-owner and managing member of Wilsunbend LLC, a holding company, dedicating minimal time to each. He is also the owner of Greenbridge Investment Management, LLC, where he provides investment advice, dedicating full-time hours to this activity.
Employment History
Current Registrations
Greenbridge Investment Management, LLC
Previous Registrations
Imc
Kms Financial Services, INC
Imc
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Financial Planners Northwest, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
UBS Financial Services INC.Broker
State Registrations1 state
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.