Nottingham Advisors Inc.

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Total assets under management

$1,651,666,071

Total clients

1,205

12% high-net worth

Total advisors

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

201

Average account size

$1,370,677

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning and/or consulting services fees generally range from $500 to $4,000 per quarter, negotiable depending on scope of services.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Other

Account minimum: $100,000

Disclosures

Business activities & affiliations

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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

Nottingham Advisors Inc.

100 Corporate Parkway, Suite 338

Amherst NY 14226, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 716-633-3800

Advisors at this firm

Nicholas D

CFA®

Amherst, NY

Nottingham Advisors Inc.

Paul W

CFP®, Series 66

Walton, NY

Nottingham Advisors Inc.

Charles P

CFP®, Series 63

Mooresville, NC

Nottingham Advisors Inc.

Karissa M

CFA®

Williston, VT

Nottingham Advisors Inc.

Conner G

CFA®

Amherst, NY

Nottingham Advisors Inc.

Michael S

CFA®

Amherst, NY

Nottingham Advisors Inc.

Timothy C

CFA®

Amherst, NY

Nottingham Advisors Inc.

Matthew K

CFA®

Amherst, NY

Nottingham Advisors Inc.

Adam N

CFP®, Series 63

Oneonta, NY

Nottingham Advisors Inc.

Kristopher H

CFA®, Series 66

Amherst, NY

Nottingham Advisors Inc.

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