Mark Wu is a registered investment advisor at Noah Investment Management, LLC, based in Bellevue, WA, with 14 years of industry experience. Mark 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
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 1.00% |
Accounts under $50,000 are charged a flat $500/year. If the account size falls below $25,000 due to market fluctuations, the investment management fee for the next quarter will be waived. The Investment Management Fee is non-negotiable, but may be reduced or waived in Noah’s sole discretion.
Fee Estimator
Location
Bellevue, WA
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 →Employment History
Current Registrations
Noah Investment Management, LLC
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.