Assets Under Management
$1.7B
Number of Clients
1,578
Number of Advisors
5
Average Client AUM
$1.0M
AUM per Advisor
$330.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Nottingham Advisors provides asset management and investment advisory services through separately managed accounts to individuals, trusts, corporations, foundations, endowments, and pension funds. They offer financial planning and investment consulting services, including retirement, insurance, tax, cash flow, and estate planning. The firm primarily allocates assets among ETFs, mutual funds, individual debt and equity securities, and options.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
100 Corporate Parkway, Suite 338, Amherst, NY, 14226