Nobles & Richards Advisors, LLC
Nobles & Richards Advisors offers continuous investment management and financial planning services tailored to each client's specific needs, risk tolerance, and goals. The registered investment advisor helps clients build and monitor investment portfolios using a variety of securities, including exchange-listed stocks, mutual funds, exchange-traded funds, bonds, and alternative investments. In addition to managing portfolios directly, the firm offers third-party investment management programs and financial planning covering areas such as retirement, taxes, estate planning, insurance, and cash flow. Nobles & Richards Advisors generally operates on a non-discretionary basis, meaning they consult with clients before making trades, and primarily serves individuals, high-net-worth families, pension plans, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees for amounts over $15,000,001 are negotiable. Accounts held at American Funds are billed at 0.75%. SEI program accounts range from 0.50% to 1.00%.