Noto Financial Planning provides financial planning and investment management services. These services include tax planning, investment management, and retirement planning. Noto Financial Planning offers Wealth Management Services, where they manage client accounts, and Wealth Advisory Services, where they provide investment recommendations but may not implement them.
Assets Under Management$24M
Clients11
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees negotiable for accounts over $4,000,000. There is a $400,000 minimum asset level to qualify for the Wealth Management Services, and a minimum quarterly fee of $1,000 may be applied.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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