Noble Financial Advisors LLC offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. NFA creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. NFA also provides financial planning services to clients as part of the annual percentage of assets under management fee. Financial planning services will address the following: investments, insurance, retirement planning and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Financial planning services are included as part of the annual percentage of assets under management fee.