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Noah Sosa is a registered investment advisor at Miramontes Capital, LLC, based in Porter Ranch, CA, with 2 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, High Net Worth, and 5 more. Their firm serves 744 clients with $400M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
744 clients
Average Client Portfolio
$534K average
Assets Under Management
$396.9M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee is 2.25% per year, billed monthly in arrears. Clients using the Hedging Collar Strategy pay an additional 0.30% on those assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Porter Ranch, CA
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2024Employment History
Current Registrations
Miramontes Capital, LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Osaic Fs, INC.
May 2024 - August 2024 · 3 mos
Osaic Fs, INC.Broker
April 2024 - August 2024 · 4 mos
State Registrations1 state
CA
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.
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