Nolan Chevalier
Nolan Chevalier is a registered investment advisor at Seapoint Capital Management LLC, based in Rancho Cucamonga, CA, with 1 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 2 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Rancho Cucamonga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seapoint Capital Management LLC
State Registrations1 state
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