NE
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Noah Eshenaur

3 Years of Experience
Chambersburg, PA

Noah Eshenaur is a registered investment advisor at Trunorth Financial Services, INC., based in Chambersburg, PA, with 3 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 387 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
387 clients
Average Client Portfolio
$666K average
Assets Under Management
$257.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $2.0M0.80%
$2.0M - $4.0M0.60%
$4.0M - $7.0M0.50%
$7.0M - $20.0M0.45%
$20M+0.35%

The fee may be negotiated or discounted with approval by the Owner and CEO. This tiered fee schedule applies to new clients who open their relationship with tFS. Fee Schedules attached to existing investment management agreements remain unchanged.

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

425 Phoenix Drive, Chambersburg, PA, 17201

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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.

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Employment History
Current Registrations
Trunorth Financial Services, INC.
November 2022 - Present · 3 yrs 6 mos
State Registrations1 state
PA
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.
Noah Eshenaur - Financial Advisor | TrueAdvisor