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Nolan Farhy

10 Years of Experience
Miami Beach, FL
2 Disclosures

Nolan Farhy is a registered investment advisor at Komorebi Global, based in Miami Beach, FL, with 10 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 38 clients with $69M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
38 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$69.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5.0M - $15.0M0.60%
$15.0M - $25.0M0.50%
$25M+0.50%

Fees above $25mm are negotiable. Discretionary accounts are subject to an annual advisory fee of 1.00%.

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

Miami Beach, FL

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History

Regulatory History (2)
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Regulatory
April 2006
Final
Employment Separation After Allegations
September 2005
Other Business Activities

Nolan has personal investment companies, Twin Rivers Advisors LLC and Vanga Partners LLC, since 2020. He dedicates minimal time to these activities.

Employment History
Current Registrations
Komorebi Global
May 2023 - Present · 3 yrs
Previous Registrations
Stanford Group Company
April 2006 - March 2009 · 2 yrs 11 mos
Stanford Group CompanyBroker
February 2006 - March 2009 · 3 yrs 1 mo
UBS International INC.
February 2004 - September 2005 · 1 yr 7 mos
UBS International INC.Broker
October 2003 - September 2005 · 1 yr 11 mos
Citicorp Investment ServicesBroker
February 2001 - September 2003 · 2 yrs 7 mos
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.
Nolan Farhy - Financial Advisor | TrueAdvisor