Jeffrey Notaro is a registered investment advisor at Notaro Wealth Advisory, based in Tokyo, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $9.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Notaro Wealth Advisory's investment management fee ranges up to 1.25% annually, based on the average daily market value of your investments each quarter. The fee may be higher for more complex client situations. Fees are negotiable at the advisor's discretion.
Location
Tokyo
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Regulatory History (1)
Employment Separation After Allegations
March 2015Other Business Activities
Jeffrey manages property investment funds through Global Quest LLC since 2005. This activity requires minimal time.
Employment History
Current Registrations
Notaro Wealth Advisory
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.