Noah Taylor is a registered investment advisor at Nct Advisors, based in Irvine, CA, with 2 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $490K 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are not negotiable. For qualified clients, NCT Advisors may manage accounts that pay an annual fee based on a percentage (25%, subject to annual high water marks) of realized and unrealized gains or profits (“performance fee”). Clients operating under a performance-based fee arrangement will not be charged an additional asset under management fee.
Fee Estimator
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nct Advisors
State Registrations1 state
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