Corey Noyes is a CFP-designated registered investment advisor at Balanced Capital, based in Heber City, UT, with 10 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 154 clients with $39M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be discounted for select friends and family.
Fee Estimator
Contact
Corey Noyes
Location
Heber City, UT
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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
Corey owns Red Arch Insurance LLC, an insurance agency, and spends a few hours per week on it, quoting prices and helping clients select policies. Corey also owns Heber City Tax Prep, a tax preparation firm, spending a significant amount of time during tax season.
Employment History
Current Registrations
Balanced Capital
Previous Registrations
Edward Jones
Edward JonesBroker
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.
Exams
Additional Information
Balanced Capital was built to provide modern advice for modern investors. A completely paperless client experience with virtual meetings. Sustainable investment portfolios that help you align your portfolio with the kind of world you want to see. A cutting edge mobile app designed to be simple, yet powerful. We strive to offer advice on your entire financial life, not just your investment portfolio. We review your taxes, insurance, employer benefits, and cash flow to create a complete picture of your financial life.