Nottinghill Investment Advisers manages investments for individuals and institutions, tailoring strategies to client needs. They offer equity and balanced strategies, emphasizing large-cap value equities with rules-based buy/sell disciplines. Clients can impose investment guidelines. Nottinghill also provides a standalone investment planning tool. Douglas G. McPeek is the sole member. As of December 31, 2024, assets under management were $51.4 million.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees apply to the Yield Plus Equity Strategy and Yield Pure Equity Strategy. For Total Portfolio Management, the fixed income component is 0.25% of total assets. For Indexed Total Portfolio Management: 0.60% on the first $250,000, 0.50% on the next $750,000, and 0.40% on remaining assets. Fees are negotiable.