Noesis Capital Management offers ongoing investment portfolio management, either with or without discretion, tailored to each client's needs. They also provide financial planning services focused on cash flow, education, retirement, and succession needs. Noesis recommends a minimum investment of $1 million, but may accept accounts starting at $500,000 for young professionals. Noesis maintains a relationship with DPL Financial Partners to provide access to fee-based insurance and annuity solutions.
Assets Under Management$880M
Clients374
Advisors7
Avg. per Client$2.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $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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