Noah Kabbara is a registered investment advisor at Bcas, based in Bedford, NH, with 10 years of industry experience. Noah 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, Investment Management, and 1 more. Their firm serves 286 clients with $390M 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 - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.40% |
| $7.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Negotiated rates for balances over $20,000,000. This schedule is for Equity or Balanced Portfolios. Fixed Income Only Portfolios have a different schedule: First $2,000,000: 0.65%, Next $3,000,000: 0.50%, Balance: 0.40%. Value Added Cash Management Only Portfolios have a different schedule: First $5,000,000: up to 0.25%, Balance: up to 0.20%. Structured Note Only Portfolios: 0.30%
Fee Estimator
Location
1 Bedford Farms Dr, Suite 102, Bedford, NH, 03110
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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 Activities
Noah owns rental real estate properties in Manchester, NH since 2014. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Bcas
State Registrations1 state
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