Kipp Noe is a registered investment advisor at Smith Moore & CO., based in Overland Park, KS, with 37 years of industry experience. Kipp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
40 Corporate Woods, 9401 Indian Creek Parkway Suite 1050, Overland Park, KS, 66210
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Regulatory History (1)
Customer Dispute
February 2008Employment History
Current Registrations
Smith, Moore & CO.Broker
Smith Moore & CO.
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Mercantile Investment Services, INC.Broker
Nationsbanc Investments, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
First American Services Division INC.Broker
State Registrations10 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.