David Noble
David Noble is a registered investment advisor at Arrowroot Family Office, LLC, based in Tacoma, WA, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,433 clients with $370M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.75% |
In the Adviser’s discretion, accounts may be charged lower rates than stated in the above fee schedule and smaller accounts (under $500,000) may be charged a higher fee rate.
Fee Estimator
Location
950 Broadway Suite M100, Tacoma, WA, 98402
Get directionsHistory
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 ActivitiesSells Insurance
David is the CEO and an insurance broker at David Noble Insurance LLC, focusing on fixed insurance sales. He sells life insurance, long-term care, and annuities, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Arrowroot Family Office, LLC
Previous Registrations
Great Life Investing
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Questar Capital CorporationBroker
Proequities, 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.