Patrick Nolan is a registered investment advisor at Long Angle Management, LLC, based in Bend, OR, with 2 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $270M 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 | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
The firm may, in its sole discretion, reduce, waive or rebate all or a portion of the Management Fee with respect to one or more Clients (including the Firm’s affiliates) for any period of time, or agree to apply a different Management Fee for any Client.
Fee Estimator
Location
Bend, OR
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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
Long Angle Management, LLC
Previous Registrations
Gratus Capital, LLC
State Registrations2 states
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