Blake Nollenberger is a registered investment advisor at Nollenberger Mccullough Investment Advisors LLC, based in Newport Beach, CA. Blake 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, High Net Worth, and 4 more. Their firm serves 72 clients with $81M 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 are billed quarterly in advance. A minimum annual fee of $5,000 applies. Fees may be negotiable.
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
Nollenberger Mccullough Investment Advisors LLC
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.
Exams
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