Dante Noffal is a registered investment advisor at Capital Group Private Client Services, INC., based in Los Angeles, CA. Dante operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9,843 clients with $48B 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 $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $35.0M | 0.35% |
| $35.0M - $45.0M | 0.30% |
| $45.0M - $55.0M | 0.28% |
| $55.0M - $75.0M | 0.25% |
| $75.0M - $500.0M | 0.23% |
| $500M+ | 0.20% |
In addition to the advisory fees, clients are assessed a Separately Managed Service Fee on assets invested in the respective SMA program. U.S. Equity: 0.345%, International Equity/ Global Equity: 0.385%, Core Plus Bond: 0.290%, Intermediate/ Core Bond: 0.250%, Municipal Income: 0.250%, Municipal Bond: 0.150%. For relationships below $5 million, advisory fees will be assessed based on the following schedule: 1.00% up to $1 million; 0.90% from $1 million up to $3 million; and 0.80% from $3 million up to $5 million.
Fee Estimator
Location
333 S. Hope St., 55th Fl., Los Angeles, CA, 90071
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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
Capital Group Private Client Services, INC.
State Registrations5 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
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