Nollenberger Mccullough Investment Advisors LLC
Nollenberger McCullough Investment Advisors provides personalized investment management and financial planning services for individuals, trusts, estates, and business entities. Nollenberger McCullough Investment Advisors builds custom equity portfolios focusing on strategies like blue chip value growth, conservative blue chip core, and aggressive growth, while also utilizing exchange-traded funds and mutual funds. In addition to managing portfolios, Nollenberger McCullough Investment Advisors offers financial planning covering retirement, taxes, insurance, estate planning, and cash flow. Clients can also receive standalone financial planning or consulting services. Nollenberger McCullough Investment Advisors typically requires a minimum account size of $1 million and a minimum annual fee of $5,000.
Fee Structure
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 are billed quarterly in advance. A minimum annual fee of $5,000 applies. Fees may be negotiable.