Noble Wealth Partners (NWP) manages investment portfolios and offers financial planning services. NWP creates personalized investment plans based on clients' goals, risk tolerance, and financial situations. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. NWP also provides ongoing financial planning services for an annual fee.
Assets Under Management$120M
Clients134
Advisors2
Avg. per Client$880K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.5M | 0.75% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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