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Christian Noyes

9 Years of Experience
Ambler, PA

Christian Noyes is a registered investment advisor at Dillon Capital Management, based in Ambler, PA, with 9 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 59 clients with $84M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
59 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$83.6M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.60%

Fees are negotiable within the disclosed range. Schedule shown is for Strategic Portfolio Series and Equity Portfolio Series. 401(k) Pension Advisory fees are: Up to $5 million: 0.50%, $5 million to $20 million: 0.40%, $20 million to $50 million: 0.30%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

809 N. Bethlehem Pike, Ste. F1, Ambler, PA, 19002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christian owns and manages two property management companies, Pine Heart LLC (since 2015) and 303 S Broadway LLC (since 2021). He dedicates minimal time to these activities.

Employment History
Current Registrations
Dillon Capital Management
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Foreside Fund Services, LLCBroker
March 2015 - July 2016 · 1 yr 4 mos
Navaid Financial Services, INC.Broker
February 2008 - April 2008 · 2 mos
Kildare CapitalBroker
April 2006 - October 2007 · 1 yr 6 mos
Vanguard CapitalBroker
March 2004 - July 2005 · 1 yr 4 mos
Sei Investments Distribution CO.Broker
February 2000 - May 2002 · 2 yrs 3 mos
State Registrations2 states
NJPA
Advisor

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.

Exams
No exam information available for this advisor.
Christian Noyes - Financial Advisor | TrueAdvisor