Noble Family Wealth provides customized investment management and comprehensive financial planning services for individuals, trusts, estates, and charitable organizations. The firm builds tailored portfolios using a tactical allocation strategy across equities, fixed-income, and alternative assets, primarily utilizing exchange-traded funds. Noble Family Wealth manages portfolios without limiting the types of securities advised on and offers comprehensive financial planning services that include retirement goal development, tax optimization strategies, cash flow and budgeting analysis, financing education, estate planning, and asset protection strategies at no separate charge. The firm generally requires a minimum relationship size of $2 million, though this requirement may be waived at Noble Family Wealth's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are up to 1.0% annually, payable monthly in advance, and may be negotiated at Noble Family Wealth's sole discretion based on account size, pre-existing relationships, and account retention.