Nolan Capital Advisors provides financial planning and investment advice to individuals, high-net-worth individuals, business owners, and retirement plans. NCA's services include investment management, retirement planning, education planning, estate and wealth preservation planning, tax and insurance planning, and asset protection. NCA's investment approach is guided by a five-point planning process.
Fee Structure
Nolan Capital Advisors' fees are calculated as a percentage of the value of your portfolio. The exact percentage varies based on the size and complexity of your portfolio and the scope of services. Here are the general ranges:
- Individual, Trust, and Retirement Accounts: 0.60% - 1.00% on the first $1,000,000, decreasing to 0.60% - 0.90% between $1,000,001 and $2,000,000, 0.60% - 0.80% between $2,000,001 and $5,000,000, 0.60% - 0.70% between $5,000,001 and $8,000,000, and 0.25% - 0.60% on amounts above $8,000,001.
- Retirement Plan Assets: 0.25% - 1.00% on the first $1,000,000, decreasing to 0.25% - 0.90% between $1,000,001 and $2,000,000, 0.25% - 0.80% between $2,000,001 and $5,000,000, 0.25% - 0.70% between $5,000,001 and $8,000,000, and 0.25% - 0.60% on amounts above $8,000,001.
Fees are billed monthly, based on the average daily balance or end-of-period balance. Fees may be negotiable in certain cases.