Noah Strunk
Noah Strunk is a CFP-designated registered investment advisor at Klein Wealth Management, LLC, based in Saint Johns, FL, with 16 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, Retirement Planning. Their firm serves 33 clients with $17M 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 | 1.00% |
Cash and money market funds in the portfolio are exempt from the annual fee. Fees may be negotiable.
Fee Estimator
Location
503 Cloisterbane Drive, Saint Johns, FL, 32259
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2017Criminal
October 2004Other Business Activities
Noah is the Chief Financial Officer of Green Eyed Girls LLC DBA Ward & Ward, a retail distribution company, since July 2023. He dedicates full-time hours weekly to managing the company's finances, including a few hours per week during trading hours.
Employment History
Current Registrations
Klein Wealth Management, LLC
Previous Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.