Robert Noll is a registered investment advisor at Sageview Advisory Group, LLC, based in Newport Beach, CA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as an investment advisor representative and provides education to plan sponsors for Sageview Advisory Group, dedicating about a quarter of his time. He also works as a representative for Sageview Advisory Group, focusing on participant education, also dedicating about a quarter of his time.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
NFP Securities, INC.Broker
NFP Securities, INC.Broker
Prudential Securities IncorporatedBroker
Dougherty Dawkins, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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