Nottinghill Capital Management INC.

Fee-Only (% of Portfolio)

Nottinghill Capital Management provides investment management and advisory services. They invest in the financial markets for individuals, families, small corporations, and retirement plans, focusing on long-term growth or consistent income. They invest client funds in either the fixed income market (municipal and corporate bonds) or the equity market (high-quality blue-chip companies and exchange-traded funds). Nottinghill aims to analyze client's financial circumstances, select appropriate investments, and be accessible to clients.

Assets Under Management$14M
Clients64
Advisors1
Avg. per Client$220K
Avg. per Advisor$14M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nottinghill Capital Management's investment advisory fees are calculated as a percentage of the value of your portfolio. You're billed every six months in advance. The fees are negotiable and may vary depending on your individual circumstances. Here's a general overview of the annual fees:

  • 100% Equity Accounts

    • Under $1 million: 2.00%
    • $1 million to $2 million: 1.75%
    • $2 million to $8 million: 1.25%
    • Over $8 million: 1.00%
  • Balanced Accounts (Equity and Fixed Income)

    • Under $1 million: 2.00%
    • $1 million to $2 million: 1.75%
    • $2 million to $8 million: 1.00%
    • Over $8 million: 0.75%
  • 100% Fixed Income Accounts

    • Under $1 million: 1.25%
    • $1 million to $2 million: 1.25%
    • $2 million to $8 million: 0.75%
    • Over $8 million: 0.50%
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Location

1 Advisors at this firm