Michael Noschese
Michael Noschese is a registered investment advisor at Aspire Advisors, LLC, based in North White Plains, NY, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 130 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fee for any alternative billing arrangements will not exceed 1.25% of the market value of the managed assets. Certain pre-existing clients are subject to a different fee schedule. Aspire Advisors, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
661 North Broadway, North White Plains, NY, 10603
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Michael assists Aspire Advisors, LLC with general information. This non-compensated activity takes a few hours per week.
Employment History
Current Registrations
Aspire Advisors, LLC
Hamilton Cavanaugh & Associates, INC.Broker
Previous Registrations
Hamilton Cavanaugh & Associates, INC.Broker
State Registrations2 states
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.