Noah Harris
Noah Harris is a CFA-designated registered investment advisor at J. Safra Asset Management Corporation, based in New York City, NY, with 7 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 3,443 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary up to 1.50% for general advisory services and up to 1.75% for fund investment management services. Fees are negotiable and typically payable quarterly in arrears.
Fee Estimator
Location
546 Fifth Avenue, New York City, NY, 10036
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
J. Safra Asset Management Corporation
Previous Registrations
Truist Advisory Services, INC.
State Registrations1 state
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
More Advisors
- Michael Ruzhansky, CFPJ. Safra Asset Management Corporation
- Nolan Kostulias, CFPCharles Schwab & CO., INC.
- Daniel Beniak, CFAHightower Advisors, LLC
- Chad Calaza, CFPCharles Schwab & CO., INC.
- Robert Trimble, CFPCharles Schwab & CO., INC.
- Lorianne Rivas, CFPCharles Schwab & CO., INC.