NL
CFP
NL
CFP

Nicolaas Letschert

26 Years of Experience
Boca Raton, FL
4 Disclosures

Nicolaas Letschert is a CFP-designated registered investment advisor at Noesis Capital Management CORP, based in Boca Raton, FL, with 26 years of industry experience. Nicolaas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 374 clients with $880M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
374 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$876.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+0.75%

Fees are negotiable and may differ from the standard schedule. Related clients at the same address can combine accounts for breakpoint discounts.

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

Get directions

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 6 mos
State Registrations2 states
FLTX
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.
Nicolaas Letschert - Financial Advisor | TrueAdvisor