AA
CFP
AA
CFP

Abraham Amador-Lindner

23 Years of Experience
Boca Raton, FL

Abraham Amador-Lindner is a CFP-designated registered investment advisor at Noesis Capital Management CORP, based in Boca Raton, FL, with 23 years of industry experience. Abraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 374 clients with $880M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
374 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$876.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+0.75%

Fees are negotiable and may differ from the standard schedule. Related clients at the same address can combine accounts for breakpoint discounts.

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

Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Abraham is the President of Kreativ Concept Group Inc., a marketing and graphic design business where his spouse is active. He spends minimal time on this activity.

Employment History
Current Registrations
Noesis Capital Management CORP
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
December 2021 - August 2022 · 8 mos
Fidelity Brokerage Services LLCBroker
November 2021 - July 2022 · 8 mos
Fisher Investments
January 2020 - October 2021 · 1 yr 9 mos
Charles Schwab & CO., INC.
August 2006 - January 2020 · 13 yrs 5 mos
Charles Schwab & CO., INC.Broker
August 2006 - January 2020 · 13 yrs 5 mos
Suntrust Investment Services, INC.
April 2006 - August 2006 · 4 mos
Suntrust Investment Services, INC.Broker
April 2006 - August 2006 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - March 2005 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - March 2005 · 4 yrs 1 mo
State Registrations1 state
FL
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.