Maryann Harrison
Maryann Harrison is a registered investment advisor at Nollenberger Mccullough Investment Advisors LLC, based in Newport Beach, CA, with 13 years of industry experience. Maryann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 87 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 $2.5M | 2.75% |
| $2.5M - $4.0M | 2.20% |
| $4.0M - $10.0M | 1.10% |
| $10M+ | 0.82% |
Fees may be negotiated.
Fee Estimator
Location
220 Newport Center Drive, #11-375, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Nollenberger Mccullough Investment Advisors LLC
Previous Registrations
Mccullough & Associates LLC
Mccullough & Associates LLC
Gbs Financial CORP.
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.