Noah Merkousko is a registered investment advisor at Stephens, based in Little Rock, AR, with 8 years of industry experience. Noah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.
Fee Estimator
Location
111 Center Street, Little Rock, AR, 72201-3507
Get directionsHistory
Regulatory History (1)
Criminal
December 2020Employment History
State Registrations34 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
- Allan TuckerStephens
- Mimi Hurst, CFAStephens
- Oscar Santana, CFAStephens
- Christopher Cooley, CFAStephens
- Dana Silaski, CFAStephens
- Cory Grummer, CFPStephens