Noble Capital Management provides investment management services through its wrap fee program, N.E.X.T - Noble Exchange Traded Fund Portfolios. This program invests primarily in exchange-traded funds (ETFs) selected using the firm's criteria. The firm uses a dynamic asset allocation strategy based on market risk and trend analysis to diversify portfolios according to client objectives and predefined plans like Income and Growth, Growth and Income, Growth, and Aggressive Growth. Noble Capital Management also benefits from recommending their affiliated broker-dealer, Noble Capital Markets.
Assets Under Management$10M
Clients22
Advisors4
Avg. per Client$450K
Avg. per Advisor$2.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.38% |
| $3M+ | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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