Nicholas Bell is a registered investment advisor at Dunvegan Associates INC, based in Oakland, CA, with 2 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10.0M - $15.0M | 0.90% |
| $15.0M - $20.0M | 0.85% |
| $20.0M - $25.0M | 0.80% |
| $25.0M - $30.0M | 0.75% |
| $30.0M - $35.0M | 0.70% |
| $35.0M - $40.0M | 0.65% |
| $40.0M - $45.0M | 0.60% |
| $45.0M - $50.0M | 0.55% |
| $50M+ | 0.55% |
Eleemosynary institutions receive a 10% discount from the fee schedule. One account, KFB Montevideo, is subject to a 1.50% annual fee plus a 10% performance fee as adjusted annually for a high water mark.
Fee Estimator
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dunvegan Associates INC
State Registrations3 states
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