Nollenberger McCullough Investment Advisors (NOLLMAC) offers wealth and investment management services to individuals and businesses. NOLLMAC meets with clients to develop an investment plan that considers their financial situation, goals, risk tolerance, and tax issues. The firm uses various investment strategies and vehicles, including stocks, ETFs, mutual funds, and fixed income securities. Portfolios are periodically rebalanced to meet client-specific asset allocation targets.
Assets Under Management$140M
Clients87
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.75% |
| $2.5M - $4.0M | 2.20% |
| $4.0M - $10.0M | 1.10% |
| $10M+ | 0.82% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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