Bear Nolan refers clients to other investment advisors. Bear Nolan receives a portion of the advisory fee charged by the third-party advisor. Bear Nolan does not manage client accounts directly or offer financial planning services. The firm primarily works with high-net-worth individuals and corporations.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Bear Nolan does not directly manage investments. Instead, Bear Nolan refers clients to third-party investment advisors, such as Rockefeller Capital Management. Bear Nolan receives 20% of the advisory fee that Rockefeller Capital Management charges to clients. These fees are negotiable, and clients can terminate their agreement with Rockefeller Capital Management.
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