NM
NM

Noboru Muto

6 Years of Experience
San Mateo, CA

Noboru Muto is a registered investment advisor at App, based in San Mateo, CA, with 6 years of industry experience. Noboru operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 52 clients with $8.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
52 clients
Average Client Portfolio
$165K average
Assets Under Management
$8.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1900 S. Norfolk St., Ste 350, San Mateo, CA, 94403

Get directions

History

Regulatory History
Clean regulatory record

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

Noboru works as a general manager at Hilldale Golf Club since 1986, overseeing golf course operations. This takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
App
October 2024 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLC
February 2021 - November 2022 · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
December 2018 - January 2021 · 2 yrs 1 mo
Cambridge Investment Research, INC.Broker
December 2018 - January 2021 · 2 yrs 1 mo
1st Global Advisors INC
November 2017 - December 2018 · 1 yr 1 mo
1st Global Capital CORP.Broker
May 2017 - December 2018 · 1 yr 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.