Noah Kessler is a registered investment advisor at Broadspan Asset Management LLC, based in Miami, FL, with 23 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Negotiable Investment Advisory Fee is typically 0.50-0.75% (50bps-75bps) of capital under advisory. BSAM may also charge performance-based fees to certain clients, which is a percentage of the account's net total investment return above an agreed threshold, not exceeding 20%.
Fee Estimator
Location
1441 Brickell Ave., Suite 1550, Miami, FL, 33131
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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 →Other Business Activities
Noah is an employee of Broadspan Capital LLC and Broadspan Management since 2006. His primary responsibilities are related to the registered broker-dealer.
Employment History
Current Registrations
Broadspan Asset Management LLC
Broadspan Securities LLCBroker
Previous Registrations
Bny Capital Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Allmerica Investments, INC.Broker
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.