Assets Under Management
$707.2M
Number of Clients
327
Number of Advisors
6
Average Client AUM
$2.2M
AUM per Advisor
$117.9M
Compensation
Fee-Only (AUM)
Noesis Capital Management provides ongoing portfolio management services on a discretionary or non-discretionary basis. They offer financial planning services focused on cash flow, education, retirement, and succession needs. The firm recommends a minimum investment of $1,000,000 but may accept accounts with a minimum of $500,000.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.75% |
Fees are negotiable at our discretion and may differ from the standard fee schedule.
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431