NL
CFP
NL
CFP

Nicolaas Bernardus Maria Letschert

26 Years of Experience
4 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
327 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$707.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+0.75%

Fees are negotiable at our discretion and may differ from the standard fee schedule.

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

Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1998
Settled
Customer Dispute
April 1998
Settled
Customer Dispute
December 1997
Settled
Customer Dispute
May 1995
Settled
Other Business Activities

Nicolaas is a family member in Noesis International Holdings, Inc., a family office, and indirectly controls Noesis B.V., a foreign investment advisor. He is also a shareholder and board member of Lymion Group Inc., a business intelligence company, spending minimal time on each of these activities.

Employment History
Current Registrations
Noesis Capital Management CORP
October 1999 - Present · 26 yrs 4 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.