NE
NE

Noel Enokian

1 Year of Experience
Carefree, AZ
Sells Insurance

Noel Enokian is a registered investment advisor at Ep Wealth Management LLC, based in Carefree, AZ, with 1 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Consulting services are included in these fees for asset management services. In individual cases, EP Wealth Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.

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

Carefree, AZ

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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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Other Business ActivitiesSells Insurance

Noel is an insurance agent in Carefree, Arizona, selling various insurance products. This activity takes about 10-20% of Noel's time during working/trading hours.

Employment History
Current Registrations
Ep Wealth Management LLC
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
AZ
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.