Nollenberger Mccullough Investment Advisors LLC

Nollenberger McCullough Investment Advisors LLC, established in Mill Valley, CA, provides wealth and investment management services to individuals and businesses. The firm's principal owner is Bruce Nollenberger. NOLLMAC customizes investment solutions based on client objectives, risk tolerances, and tax issues, with target asset allocation models and tactical allocation factors. Investment strategies include Core, Value, Growth, Value with Growth, and Value with Income, focusing on equities for growth and income. The firm manages approximately $137,623,976 on a discretionary basis. Fees are tiered based on assets under management, ranging from 2.75% for assets up to $2,500,000 to 0.825% for assets over $10,000,000. Clients are billed quarterly in advance, with a minimum account size of $1,000,000 for discretionary clients. NOLLMAC does not charge performance-based fees and serves various client types, including individuals, pension plans, trusts, and corporations. The firm utilizes analysis methods such as charting, fundamental, and technical analysis, recommending diverse securities like stocks, bonds, and mutual funds. NOLLMAC exercises investment discretion, voting proxies in clients' best interests and maintaining a business continuity plan for operational disruptions.