Noah York
Noah York is a registered investment advisor at York Wealth Management, LLC, based in West Chicago, IL, 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 Investment Management. Their firm serves 6 clients with $270K 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Location
West Chicago, IL
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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 →Other Business ActivitiesSells Insurance
Noah works as an independent insurance agent, dedicating about a quarter of his time to insurance sales. He also coaches youth sports, taking about half of his time.
Employment History
Current Registrations
York Wealth Management, LLC
Previous Registrations
York Wealth Management, LLC
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.