N

Nortlov Advisory, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Nortlov Advisory, LLC provides investment management, investment consulting, financial planning and estate planning to individuals, families, businesses, trusts, estates and a range of institutional clients; the firm’s client descriptions explicitly include insurance companies, banking or thrift institutions, state and municipal entities and, in limited cases, sovereign wealth funds. Services are delivered either directly by Nortlov Advisory or through independent third‑party money managers and include access to private investment funds and participation in wrap‑fee programs.

The firm tailors portfolios to each client’s financial situation and objectives, emphasizing asset allocation and using long‑term and short‑term trading, options strategies, and third‑party manager integration where appropriate. Nortlov conducts initial and ongoing due diligence of money managers and platforms and accepts both asset‑based and negotiated performance‑based fee arrangements, noting procedural safeguards for side‑by‑side management such as limits on trading discretion for performance‑fee accounts.

Nortlov discloses an affiliation with Nortlov Securities, LLC (a broker‑dealer) and describes related conflicts of interest, including recommendations of commissionable insurance or broker‑dealer products and compensation sharing with affiliates; principals may also spend significant time on related industry activities. The brochure also notes use of custodians such as Interactive Brokers and reports zero discretionary assets under management as of September 2023, indicating a relatively small or nascent advisory operation compared with many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet) Expats

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Fee options

Fixed

Fixed fees for financial planning typically range from $500 to $5,000 or more, invoiced monthly or quarterly.

Percentage

$0 - $2,499,999.99: 2.00% $2,500,000 - $4,999,999.99: 1.75% $5,000,000 - $9,999,999.99: 1.25% $10,000,000 - $24,999,999.99: 1.00% $25,000,000 - $49,999,999.99: 0.75% $50,000,000 - $99,999,999.99: 0.50% $100,000,000+: 0.35%

Project-based

Hourly rates range from $75 to $500 per hour, billed in 15-minute increments.

Performance-based

Performance-based fees are individually negotiated; no specific rates provided.

Other

Account minimum: $1,000,000 Fee-only: Fees typically range from 0.20% to 2% annually depending on negotiated arrangements and platforms used.

Most active in

Georgia · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Joquinn S

Series 63, Series 65

Mcdonough, GA

Nortlov Advisory, LLC

Joquinn Sadler is a financial advisor with Nortlov Advisory, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has held roles at multiple firms including Quoin Capital LLC and Dalmore Group LLC. Sadler is also president of the Rising Sun Foundation, a nonprofit focused on community initiatives such as youth mentorship and providing support for education and hunger relief. Nortlov Advisory provides investment management, consulting, financial planning, and estate planning services to a diverse client base including individuals, families, businesses, trusts, estates, and institutional clients such as insurance companies and municipal entities. The firm emphasizes tailored portfolio strategies incorporating asset allocation, trading strategies, and third-party manager integration.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
user avatar

Brian B

CFP®, Series 63

Mcdonough, GA

Nortlov Advisory, LLC

Brian Biederman is a CFP® with 41 years of experience in the financial industry. He is affiliated with Nortlov Advisory, LLC and has worked previously at firms including Money Concepts Capital Corp. and IP Financial Advisory Services LLC. Outside of his financial career, he serves as a volunteer board member and assistant kitchen manager at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center of Raleigh and leads a volunteer team for a Jewish community burial organization. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, trusts, estates, and various institutional clients. The firm emphasizes tailored portfolio strategies focusing on asset allocation and integrates long- and short-term trading, options strategies, and third-party manager due diligence.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
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