Noah Wood is a registered investment advisor at Apex Strategic Wealth, LLC, based in Chattanooga, TN, with 1 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 604 clients with $290M 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 $1.0M | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Clients may be charged higher or lower fees than the fee schedule above. Some clients may be charged an overall flat percentage rather than blended. An annual fee of up to $65 may be assessed on all accounts to cover technology costs.
Fee Estimator
Location
3800 St. Elmo Ave., Suite 305, Chattanooga, TN, 37409
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 Activities
Noah operates Solomon Wood LLC as a DBA for his LPL business, dedicating full-time hours to this endeavor. This activity is investment-related.
Employment History
Current Registrations
Apex Strategic Wealth, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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