Noah Sosa is a registered investment advisor at Miramontes Capital, LLC, based in Northridge, CA, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 744 clients with $400M in assets under management.
Compensation
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Fee Structure
Miramontes Capital manages investment portfolios through a wrap fee program. The maximum fee for this service is 2.25% per year, billed monthly based on the value of your account. They also manage 529 college savings accounts, with a maximum fee of 0.65% per year, billed quarterly. Miramontes Capital may use third-party money managers to help manage your investments.
Location
18919 Nordhoff St, Northridge, CA, 91324
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Regulatory History (1)
Employment Separation After Allegations
July 2024Employment History
Current Registrations
Miramontes Capital, LLC
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
State Registrations1 state
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.