Bruce Nollenberger
Bruce Nollenberger is a registered investment advisor at Nollenberger Mccullough Investment Advisors LLC, based in Newport Beach, CA, with 48 years of industry experience. Bruce 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 →Other Business Activities
Bruce performs expert witness work for the securities industry. He is also associated with Nollenberger Investment Management, LLC (RIA).
Employment History
Current Registrations
Nollenberger Mccullough Investment Advisors LLC
Previous Registrations
Western International Securities, INC.Broker
Thinkequity LLCBroker
Thinkequity LLC
Gbs Financial CORP.
Gbs Financial CORP.Broker
Nollenberger Capital Investment Advisory INC.
Nollenberger Capital Investment Advisory INC.
Nollenberger Capital Partners, INC.
Nollenberger Capital Partners INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Van Kasper, LLCBroker
Sutro & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
Dean Witter & CO. IncorporatedBroker
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.