Noto Capital Management is an independent investment advisory firm managing assets for high net worth individuals, individuals, trusts, and corporations. Noto Capital focuses on publicly-traded securities, including equities, bonds, American depository receipts, and exchange traded funds. The firm aims for wealth creation through total return, emphasizing well-managed, shareholder-friendly companies with rising dividends. Noto Capital manages assets on a discretionary basis.
Assets Under Management$38M
Clients65
Advisors1
Avg. per Client$590K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For cash management vehicles, fixed-income or open-end mutual funds the rate is 0.25% per annum. A typical client's fee will be less than 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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