Nolan Day
Advisor at Plante Moran financial advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Plante Moran financial advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Plante Moran financial advisors
Location
Chicago, IL 60606
Credentials
Series 65
Industry experience
< 1 year
Nolan Day is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at Forum Health and Skypoint Ventures, as well as work at Indiana University and Fenton High School. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation and manager selection, employing a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, and manages a majority of its assets on a non-discretionary basis.
Based on Plante Moran financial advisors
Fixed fees available for nonrecurring services and seminars/workshops; varies by engagement
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Standard hourly rates range from $110 to $450
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for clients subject to fee schedule
10 S Riverside Plaza, 7th Floor
Chicago, IL 60606
Illinois
Plante Moran Financial Advisors
2024 - Present (2 years)
Forum Health
2023 - 2024 (1 year)
Forum Health
2022 - 2022 (1 year)
Skypoint Ventures
2021 - 2021 (1 year)
Skypoint Ventures
2020 - 2020 (1 year)
Indiana University
2019 - 2023 (4 years)
Skypoint Ventures
2019 - 2019 (1 year)
Skypoint Ventures
2018 - 2018 (1 year)
Skypoint Ventures
2017 - 2017 (1 year)
Skypoint Ventures
2016 - 2016 (1 year)
Fenton High School
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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