Noe Lopez is a registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, with 4 years of industry experience. Noe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,022 clients with $1.4B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
4800 Bee Caves Road, Austin, TX, 78746
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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 →Employment History
Current Registrations
Per Stirling Capital Management, LLC
B.B. Graham & Company, INC.Broker
Previous Registrations
Quasar Distributors, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations1 state
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