Noah Investment Management provides ongoing investment management to individual clients, trusts, estates, non-profit organizations, corporations, and other business entities. Noah manages client accounts based on their individual investment policy, which outlines their goals, risk tolerance, and other factors. Noah generally invests in companies with attractive characteristics, using fundamental analysis.
Assets Under Management$3.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 1.00% |
Accounts under $50,000 are charged a flat $500/year. If the account size falls below $25,000 due to market fluctuations, the investment management fee for the next quarter will be waived. The Investment Management Fee is non-negotiable, but may be reduced or waived in Noah’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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