Thomas R. Noonan, Inc. offers investment advice and manages portfolios for individuals, pension plans, trusts, and other entities. The firm helps clients with investment objectives, recommends asset allocation strategies, and prepares written investment strategies. Thomas R. Noonan, Inc. provides non-discretionary investment advisory services through managed account programs.
Assets Under Management$22M
Clients12
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees may be negotiable at TRN's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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