Noah Behrman is a registered investment advisor at Providence Capital, based in Rogers, AR, with 7 years of industry experience. Noah 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, High Net Worth, and 4 more. Their firm serves 90 clients with $41M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Portfolio management fees are generally negotiable and may include financial planning services.
Fee Estimator
Location
5310 W Village Pkway, #4, Rogers, AR, 72758
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 →Other Business ActivitiesSells Insurance
Noah sells fixed insurance products, starting in 2019. This activity is non-investment related.
Employment History
Current Registrations
Providence Capital
Previous Registrations
49 Financial
Thrivent Advisor Network, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
More Advisors
- Lloyd Preez, CFPPrivate Advisor Group, LLC
- Brian Wood, CFA
- Steven Schmitt, CFPWillow
- Matthew Koll, CFPLegacy Capital Wealth Partners, LLC
- Isaac Johnson, CFPMach-1 Financial Group, LLC
- Richard Belline, ChFCWaterloo Capital