Nottingham Advisors manages investment portfolios and provides financial planning and consulting services for individuals, trusts, corporations, foundations, endowments, and pension funds. Founded in 1982 and operating as a subsidiary of Community Bank, Nottingham Advisors builds personalized investment strategies primarily using exchange-traded funds, mutual funds, individual stocks and bonds, options, and alternative investments. The investment approach utilizes a core and satellite framework, combining broad market exposure with tactical trades designed to generate excess returns or manage risk. In addition to investment management, Nottingham Advisors offers financial planning covering retirement, insurance, taxes, cash flow forecasting, and estate planning. The registered investment advisor also provides retirement plan consulting, sub-advisory services to other financial professionals, and investment model licensing to turnkey asset management platforms. Client assets are typically held at Charles Schwab or through affiliated trust services, and the registered investment advisor exercises discretionary or non-discretionary authority based on client agreements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Outside sub-advisory clients generally have an initial and ongoing minimum portfolio value of $100,000.